Evergreen Private Wealth LLC FIDELITY COVINGTON TRUST Transaction History

Evergreen Private Wealth LLC

  • $239 Billion
  • Q2 2025
Number of Shares
26,293
Previous 28,920 9.08%
Holding current value
$905 Million
Previous $906 Million 0.16%
% of portfolio
0.38%
Previous 0.42%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
N/A
-2,627 Reduced 9.08%
26,293 $905 Million
Q1 2025

May 01, 2025
SELL
N/A
-62 Reduced 0.21%
28,920 $906 Million
Q4 2024

Feb 06, 2025
BUY
N/A
1,075 Added 3.85%
28,982 $952 Million
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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