Evergreen Advisors, LLC's ownership history for SPY

Evergreen Advisors, LLC currently holds 5.1K shares with a market value of $3.5M. It started holding SPY on 2024-09-30. At its peak, it held 7.1K shares on 2024-09-30. Its highest holding value was $4.1M on 2024-09-30. At its lowest, it held 5.1K shares on 2025-12-31, with a value of $2.9M on 2025-03-31. In the recent 180 days, Evergreen Advisors, LLC has decreased its shares by 133. In the recent year, Evergreen Advisors, LLC has decreased its shares by 2.0K.