Number of Shares
33,735
Previous 26,470 27.45%
Holding current value
$1.58 Billion
Previous $1.4 Billion 12.46%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 13, 2025

BUY
N/A
7,265 Added 27.45%
33,735 $1.58 Billion
Q4 2024

Feb 10, 2025

BUY
N/A
26,470 New
26,470 $1.4 Billion
Track This Portfolio

Track Evoke Wealth, LLC Portfolio

Follow Evoke Wealth, 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 Evoke Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evoke Wealth, LLC with notifications on news.