Evermay Wealth Management LLC Invesco ETF Tr Ii Invesco Phlx Transaction History
Evermay Wealth Management LLC
- $806 Million
- Q2 2025
A detailed history of Evermay Wealth Management LLC transactions in Invesco ETF Tr Ii Invesco Phlx stock. As of the latest transaction made, Evermay Wealth Management LLC holds 265 shares of SOXQ stock, worth $14,182. This represents 0.0% of its overall portfolio holdings.
Number of Shares
265
Previous 265
-0.0%
Holding current value
$14,182
Previous $8,000
37.5%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SOXQ
# of Institutions
100Shares Held
2.6MCall Options Held
16.8KPut Options Held
0-
Eagle Global Advisors LLC Houston, TX335KShares$18 Million0.62% of portfolio
-
Lpl Financial LLC Fort Mill, SC319KShares$17.1 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN245KShares$13.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC173KShares$9.27 Million0.0% of portfolio
-
Meitav Dash Investments LTD110KShares$5.9 Million0.08% of portfolio