Evermay Wealth Management LLC Spdr Portfolio S&P 500 Value E Transaction History

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Evermay Wealth Management LLC holds 3,228 shares of SPYV stock, worth $177,927. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,228
Previous 3,459 6.68%
Holding current value
$177,927
Previous $168,000 1.19%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$48.51 - $52.86 $11,205 - $12,210
-231 Reduced 6.68%
3,228 $170,000
Q1 2024

May 13, 2024
BUY
$45.88 - $50.1 $12,846 - $14,028
280 Added 8.81%
3,459 $173,000
Q1 2022

May 16, 2022
BUY
$39.54 - $42.64 $125,697 - $135,552
3,179 New
3,179 $133,000

Others Institutions Holding SPYV

# of Institutions
1,011
Shares Held
407M
Call Options Held
356K
Put Options Held
41.6K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email