Evergreen Private Wealth LLC ISHARES TR Transaction History

Evergreen Private Wealth LLC

  • $213 Billion
  • Q4 2024
Number of Shares
116,950
Previous 114,442 2.19%
Holding current value
$2.94 Billion
Previous $3.02 Billion 2.84%
% of portfolio
1.38%
Previous 1.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
N/A
2,508 Added 2.19%
116,950 $2.94 Billion
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
Track This Portfolio

Track Evergreen Private Wealth LLC Portfolio

Follow Evergreen Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email