Number of Shares
41,667
Previous 55,883 25.44%
Holding current value
$1.38 Billion
Previous $1.67 Billion 17.17%
% of portfolio
1.42%
Previous 2.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

SELL
N/A
-14,216 Reduced 25.44%
41,667 $1.38 Billion
Q2 2025

Aug 29, 2025

BUY
N/A
55,883 New
55,883 $1.67 Billion
Track This Portfolio

Track Evolution Wealth Management Inc. Portfolio

Follow Evolution Wealth Management Inc. 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 Evolution Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Evolution Wealth Management Inc. with notifications on news.