Evermay Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 2024
A detailed history of Evermay Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Evermay Wealth Management LLC holds 448 shares of SPEM stock, worth $17,552. This represents 0.0% of its overall portfolio holdings.
Number of Shares
448
Previous 448
-0.0%
Holding current value
$17,552
Previous $18,000
5.56%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
845Shares Held
202MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$901 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$723 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.64MShares$378 Million0.18% of portfolio
-
Allworth Financial LP6.49MShares$254 Million1.44% of portfolio
-
State Street Corp Boston, MA6.29MShares$246 Million0.01% of portfolio