Evergreen Wealth Management, LLC's ownership history for PTY

Evergreen Wealth Management, LLC currently holds 352.2K shares with a market value of $4.5M. It started holding PTY on 2024-09-30. At its peak, it held 352.2K shares on 2025-12-31. Its highest holding value was $4.9M on 2025-09-30. At its lowest, it held 291.2K shares on 2024-09-30, with a value of $4.2M on 2024-09-30. In the recent 180 days, Evergreen Wealth Management, LLC has increased its shares by 25.0K. In the recent year, Evergreen Wealth Management, LLC has increased its shares by 61.1K.