Evergreen Private Wealth LLC's ownership history for FI

Evergreen Private Wealth LLC currently holds 2.0K shares with a market value of $132.7K. It started holding FI on 2024-09-30. At its peak, it held 2.0K shares on 2025-12-31. Its highest holding value was $210.5K on 2025-03-31. At its lowest, it held 767 shares on 2025-06-30, with a value of $99.4K on 2025-09-30. In the recent 180 days, Evergreen Private Wealth LLC has increased its shares by 1.2K. In the recent year, Evergreen Private Wealth LLC has increased its shares by 1.0K.