Evermay Wealth Management LLC Options Holdings

Evermay Wealth Management LLC

  • $661 Million
  • Q1 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 611
  • Current Value $661 Million
  • Prior Value $540 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 13, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 66 stocks
  • Additional Purchases 126 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 226 stocks
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