Evergreen Wealth Solutions, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Evergreen Wealth Solutions, LLC

$147 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	SELL	$124.6 - $132.46 $12,460 - $13,246	-100 Reduced 5.45%	1,735 $220,000
Q1 2024 May 15, 2024	SELL	$122.28 - $131.24 $13,206 - $14,173	-108 Reduced 5.56%	1,835 $240,000
Q4 2023 Feb 07, 2024	BUY	$110.2 - $125.58 $214,118 - $244,001	1,943 New	1,943 $242,000
Q4 2022 Feb 14, 2023	SELL	$112.65 - $131.57 $35,146 - $41,049	-312 Reduced 14.25%	1,878 $235,000
Q3 2022 Nov 14, 2022	SELL	$111.5 - $132.34 $298,820 - $354,671	-2,680 Reduced 55.03%	2,190 $244,000
Q2 2022 Aug 15, 2022	BUY	$114.07 - $132.3 $230,421 - $267,246	2,020 Added 70.88%	4,870 $578,000
Q1 2022 Apr 22, 2022	SELL	$121.65 - $130.75 $136,612 - $146,832	-1,123 Reduced 28.27%	2,850 $365,000
Q4 2021 Jan 19, 2022	BUY	$118.81 - $129.12 $472,032 - $512,993	3,973 New	3,973 $513,000

Others Institutions Holding SDY

# of Institutions

1,262

Shares Held

67.8M

Call Options Held

51K

Put Options Held

46.5K

About SPDR SERIES TR SPDR S&P DIVIDE

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