Evoke Wealth, LLC JPMORGAN CHASE FINL CO LLC Transaction History

Evoke Wealth, LLC

  • $3.59 Trillion
  • Q4 2024
Number of Shares
21,246
Previous 21,936 3.15%
Holding current value
$627 Million
Previous $624 Million 0.43%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
N/A
-690 Reduced 3.15%
21,246 $627 Million
Q3 2024

Nov 13, 2024
BUY
N/A
21,936 New
21,936 $624 Million
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.

Choose your preferred platform and Sign Up 👇 Telegram Email