Evergreen Private Wealth LLC's ownership history for IBDS

Evergreen Private Wealth LLC currently holds 146.4K shares with a market value of $3.6M. It started holding IBDS on 2024-09-30. At its peak, it held 146.4K shares on 2025-12-31. Its highest holding value was $3.6M on 2025-12-31. At its lowest, it held 124.5K shares on 2024-09-30, with a value of $3.0M on 2024-09-30. In the recent 180 days, Evergreen Private Wealth LLC has increased its shares by 9.7K. In the recent year, Evergreen Private Wealth LLC has increased its shares by 19.1K.