Evolution Wealth Advisors, LLC Spdr S&P Aerospace & Defense E Transaction History
Evolution Wealth Advisors, LLC
- $516 Million
- Q1 2024
A detailed history of Evolution Wealth Advisors, LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 1,745 shares of XAR stock, worth $245,922. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,745
Previous 1,745
-0.0%
Holding current value
$245,922
Previous $236,000
3.81%
% of portfolio
0.05%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding XAR
# of Institutions
352Shares Held
6.96MCall Options Held
19.7KPut Options Held
900-
Lpl Financial LLC Fort Mill, SC1.04MShares$146 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC788KShares$111 Million0.01% of portfolio
-
Morgan Stanley New York, NY709KShares$99.9 Million0.01% of portfolio
-
Envestnet Asset Management Inc310KShares$43.7 Million0.02% of portfolio
-
Cumberland Advisors Inc165KShares$23.3 Million8.64% of portfolio