Evergreen Private Wealth LLC FIDELITY COVINGTON TRUST Transaction History

Evergreen Private Wealth LLC

  • $203 Billion
  • Q2 2024
Number of Shares
15,201
Previous 8,746 73.81%
Holding current value
$431 Million
Previous $250 Million 72.53%
% of portfolio
0.21%
Previous 0.13%

Shares

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