Evoke Wealth, LLC VERALTO CORP Transaction History

Evoke Wealth, LLC

  • $4.37 Trillion
  • Q2 2025
Number of Shares
3,657
Previous 2,582 41.63%
Holding current value
$370 Million
Previous $252 Million 46.73%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
N/A
1,075 Added 41.63%
3,657 $370 Million
Q1 2025

May 13, 2025
SELL
N/A
-28 Reduced 1.07%
2,582 $252 Million
Q4 2024

Feb 10, 2025
BUY
N/A
36 Added 1.4%
2,610 $266 Million
Q3 2024

Nov 13, 2024
BUY
N/A
2,574 New
2,574 $288 Million
Q1 2024

May 15, 2024
SELL
N/A
-57 Reduced 2.13%
2,617 $0
Q4 2023

Feb 12, 2024
BUY
N/A
2,674 New
2,674 $0
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