Evergreen Private Wealth LLC Options Holdings
Evergreen Private Wealth LLC
- $239 Billion
- Q2 2025
Options Holdings Table
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
---|
Summary
- Portfolio
- No. of Stocks 289
- Current Value $239 Billion
- Prior Value $214 Billion
- Filing
- Period Q2 2025
- Filing Date July 16, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 106 stocks
- Additional Purchases 68 stocks
- Sold out of 0 stocks
- Reduced holdings in 48 stocks