Evergreen Private Wealth LLC FIDELITY COVINGTON TRUST Transaction History

Evergreen Private Wealth LLC

  • $216 Billion
  • Q3 2024
Number of Shares
16,415
Previous 15,201 7.99%
Holding current value
$497 Million
Previous $431 Million 15.38%
% of portfolio
0.23%
Previous 0.21%

Shares

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