Evermay Wealth Management LLC Spdr Portfolio Call Options Transaction History
Evermay Wealth Management LLC
- $620 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.65 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$851 Million2.16% of portfolio
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Lpl Financial LLC Fort Mill, SC12.4MShares$647 Million0.32% of portfolio
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Al Ti Global, Inc. New York, NY5.8MShares$304 Million7.99% of portfolio
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Tiedemann Advisors, LLC5.75MShares$301 Million10.91% of portfolio