Evermay Wealth Management LLC Invesco ETF Tr Ii Invesco Phlx Transaction History
Evermay Wealth Management LLC
- $756 Million
- Q1 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 $10,146. This represents 0.0% of its overall portfolio holdings.
Number of Shares
265
Previous 265
-0.0%
Holding current value
$10,146
Previous $10,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SOXQ
# of Institutions
91Shares Held
2.37MCall Options Held
10.1KPut Options Held
4.2K-
Lpl Financial LLC Fort Mill, SC359KShares$13.8 Million0.0% of portfolio
-
Eagle Global Advisors LLC Houston, TX338KShares$12.9 Million0.48% of portfolio
-
Sg Americas Securities, LLC161KShares$6.17 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC158KShares$6.05 Million0.0% of portfolio
-
Marshall Investment Management, LLC Littleton, CO111KShares$4.26 Million2.32% of portfolio