Evergreen Private Wealth LLC FIDELITY COVINGTON TRUST Transaction History

Evergreen Private Wealth LLC

  • $216 Billion
  • Q3 2024
Number of Shares
27,907
Previous 26,238 6.36%
Holding current value
$897 Million
Previous $773 Million 16.15%
% of portfolio
0.42%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
N/A
1,669 Added 6.36%
27,907 $897 Million
Q2 2024

Aug 12, 2024
BUY
N/A
14,333 Added 120.39%
26,238 $773 Million
Q1 2024

Apr 16, 2024
BUY
N/A
11,905 New
11,905 $364 Million
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