Evergreen Private Wealth LLC ISHARES TR Transaction History

Evergreen Private Wealth LLC

  • $216 Billion
  • Q3 2024
Number of Shares
114,442
Previous 113,229 1.07%
Holding current value
$3.02 Billion
Previous $2.85 Billion 5.88%
% of portfolio
1.4%
Previous 1.41%

Shares

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

Oct 31, 2024
BUY
N/A
1,213 Added 1.07%
114,442 $3.02 Billion
Q2 2024

Aug 12, 2024
SELL
N/A
-892 Reduced 0.78%
113,229 $2.85 Billion
Q1 2024

Apr 16, 2024
BUY
N/A
114,121 New
114,121 $2.91 Billion
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