List of top 200 securities held by Evergreen Private Wealth LLC:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2026Q2
Report Date Time: 2026-07-23 16:45:07
Total Holdings: 83
Assets Under Management (AUM) :
$245,484,224 ($245.48M)
Reporting Manager: Liz Manteau
Address:
7400 E. ORCHARD ROAD
SUITE 2500N
GREENWOOD VILLAGE, CO 80111
Since : total money flow = , gains and losses =
×