Evermay Wealth Management LLC GLOBAL X FDS Transaction History

Evermay Wealth Management LLC

  • $756 Million
  • Q1 2025
Number of Shares
1,072
Previous 2,222 51.76%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
N/A
-1,150 Reduced 51.76%
1,072 $0
Q4 2024

Jan 23, 2025
SELL
N/A
-1,748 Reduced 44.03%
2,222 $0
Q3 2024

Oct 25, 2024
SELL
N/A
-625 Reduced 13.6%
3,970 $0
Q1 2024

May 13, 2024
SELL
N/A
-867 Reduced 15.87%
4,595 $0
Q3 2023

Nov 13, 2023
SELL
N/A
-669 Reduced 10.91%
5,462 $0
Q2 2023

Aug 10, 2023
BUY
N/A
6,131 New
6,131 $0
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