Evergreen Advisors, LLC Reduced Holdings in Q3 2024

Evergreen Advisors, LLC

  • $362 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.36K
- 9.16%
$96.25 - $101.98 $131K - $139K
13.5K $1.37M
IWD
Ishares Russell 1000 Val ETF

ETFs
-214
- 4.56%
$173.36 - $189.8 $37.1K - $40.6K
4.48K $850K
SPY
Spdr S&P 500 ETF Trust

ETFs
-116
- 1.6%
$517.38 - $573.86 $60K - $66.6K
7.12K $4.09M
Activity Summary
Buys All Purchases 14 New Holdings 1 Increased Positions 13 Sells All Sells 3 Reductions 3 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Evergreen Advisors, LLC Portfolio

Follow Evergreen Advisors, 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 Evergreen Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email