Evermay Wealth Management LLC Spdr Portfolio Transaction History
Evermay Wealth Management LLC
- $661 Million
- Q1 2024
A detailed history of Evermay Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Evermay Wealth Management LLC holds 54,551 shares of SPMD stock, worth $2.88 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
54,551
Previous 56,186
2.91%
Holding current value
$2.88 Million
Previous $2.74 Million
6.28%
% of portfolio
0.44%
Previous 0.51%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
584Shares Held
170MCall Options Held
2KPut Options Held
0-
Creative Planning Overland Park, KS66.2MShares$3.5 Billion3.92% of portfolio
-
Betterment LLC New York, NY14.5MShares$767 Million2.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.3MShares$596 Million0.33% of portfolio
-
Al Ti Global, Inc. New York, NY5.81MShares$307 Million8.62% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$304 Million10.91% of portfolio