Evoke Wealth, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 13, 2020	SELL	$30.15 - $31.13 $723 - $747	-24 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$26.89 - $30.1 $645 - $722	24 New	24 $697,000

Others Institutions Holding SPIP

# of Institutions

230

Shares Held

21.5M

Call Options Held

25.8K

Put Options Held

8K

Charles Schwab Investment Management Inc San Francisco, CA

3.6M
Shares

$92.7 Million
0.02% of portfolio
State Street Corp Boston, MA

1.86M
Shares

$47.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$36.4 Million
0.02% of portfolio
Pure Financial Advisors, LLC

1.16M
Shares

$29.9 Million
0.76% of portfolio
Cerity Partners LLC New York, NY

889K
Shares

$22.9 Million
0.05% of portfolio

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