Evergreen Wealth Solutions, LLC Incresed Positions in Q3 2024

Evergreen Wealth Solutions, LLC

  • $147 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
72.8K
+ 24.55%
$101.72 - $112.94 $7.41M - $8.23M
369K $41.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.76K
+ 6.01%
$96.25 - $101.98 $651K - $689K
119K $12.1M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
13.7K
+ 133.54%
$50.52 - $50.95 $691K - $696K
23.9K $1.22M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.75K
+ 68.53%
$162.64 - $179.3 $285K - $314K
4.31K $772K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
10.7K
+ 13.55%
$25.04 - $25.21 $267K - $269K
89.4K $2.25M
CGGR
Capital Group Growth ETF Shs C

ETFs
5.37K
+ 37.38%
$30.71 - $34.79 $165K - $187K
19.7K $685K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.36K
+ 2.64%
$49.7 - $56.11 $316K - $357K
248K $13.6M
IBDV
Ishares Tr

Technology
5.62K
+ 5.93%
$21.11 - $22.24 $119K - $125K
100K $2.23M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.92K
+ 5.88%
$24.62 - $25.59 $121K - $126K
88.5K $2.26M
CGDV
Capital Group Divid Value ETF

ETFs
3.81K
+ 28.16%
$32.96 - $36.48 $126K - $139K
17.3K $631K
MSTR
Microstrategy Inc

Technology
4.86K
+ 900.0%
$114.3 - $1800.09 $555K - $8.75M
5.4K $910K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
6.01K
+ 41.26%
$24.78 - $25.11 $149K - $151K
20.6K $516K
SDG
Ishares Trust Ishares Msci Glo

ETFs
440
+ 5.73%
$74.95 - $85.33 $33K - $37.5K
8.12K $688K
CF
Cf Industries Holdings, Inc.

Basic Materials
336
+ 10.67%
$69.38 - $85.8 $23.3K - $28.8K
3.49K $299K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
2.02K
+ 18.26%
$22.51 - $23.57 $45.4K - $47.6K
13.1K $307K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
996
+ 15.84%
$40.48 - $45.39 $40.3K - $45.2K
7.29K $320K
SMR
Nuscale Power Corp

Industrials
2.95K
+ 25.38%
$6.98 - $15.81 $20.6K - $46.6K
14.6K $168K
CZNC
Citizens & Northern Corp

Financial Services
24
+ 0.14%
$16.85 - $21.95 $404 - $527
16.8K $330K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
413
+ 3.96%
$24.34 - $25.83 $10.1K - $10.7K
10.8K $278K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
260
+ 2.08%
$2.88 - $5.17 $749 - $1.34K
12.7K $59K
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.5%
$520.18 - $576.82 $1.04K - $1.15K
406 $234K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
65
+ 0.59%
$20.12 - $21.28 $1.31K - $1.38K
11.1K $235K
QS
Quantum Scape Corp

Consumer Cyclical
551
+ 5.4%
$4.83 - $9.14 $2.66K - $5.04K
10.7K $61K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
56
+ 0.49%
$23.63 - $24.42 $1.32K - $1.37K
11.5K $280K
FMB
First Tr Exchange Traded Fd Ii

ETFs
28
+ 0.45%
$51.0 - $52.05 $1.43K - $1.46K
6.22K $322K
CODI
Compass Diversified Holdings

Industrials
96
+ 0.89%
$20.23 - $24.06 $1.94K - $2.31K
10.9K $241K
OLED
Universal Display Corp Pa

Technology
4
+ 0.19%
$157.72 - $236.42 $631 - $946
2.12K $445K
EVMT
Invesco Act Mngd Commodity Ele

ETFs
110
+ 0.42%
$15.06 - $16.88 $1.66K - $1.86K
26K $430K
Activity Summary
Buys All Purchases 34 New Holdings 5 Increased Positions 29 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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