Evergreen Private Wealth LLC FIDELITY COVINGTON TRUST Transaction History

Evergreen Private Wealth LLC

  • $247 Billion
  • Q3 2025
Number of Shares
19,926
Previous 17,104 16.5%
Holding current value
$703 Million
Previous $569 Million 23.57%
% of portfolio
0.28%
Previous 0.24%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
N/A
2,822 Added 16.5%
19,926 $703 Million
Q2 2025

Jul 16, 2025
SELL
N/A
-1,078 Reduced 5.93%
17,104 $569 Million
Q1 2025

May 01, 2025
BUY
N/A
638 Added 3.64%
18,182 $541 Million
Q4 2024

Feb 06, 2025
BUY
N/A
1,129 Added 6.88%
17,544 $483 Million
Q3 2024

Oct 31, 2024
BUY
N/A
1,214 Added 7.99%
16,415 $497 Million
Q2 2024

Aug 12, 2024
BUY
N/A
6,455 Added 73.81%
15,201 $431 Million
Q1 2024

Apr 16, 2024
BUY
N/A
8,746 New
8,746 $250 Million
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