Evergreen Wealth Solutions, LLC New Holdings in Q3 2024

Evergreen Wealth Solutions, LLC

  • $147 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
2.48K
New
$107.62 - $118.76 $266K - $294K
2.48K $291K
QQQ
Invesco Qqq Trust, Series 1

ETFs
501
New
$434.77 - $502.96 $218K - $252K
501 $244K
TSLA
Tesla, Inc.

Consumer Cyclical
827
New
$191.76 - $263.26 $159K - $218K
827 $216K
BEPC
Brookfield Renewable Corp

Utilities
6.53K
New
$26.92 - $32.89 $176K - $215K
6.53K $213K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.11K
New
$150.01 - $182.29 $167K - $203K
1.11K $202K
Activity Summary
Buys All Purchases 34 New Holdings 5 Increased Positions 29 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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