Number of Shares
157,148.00
Current Holdings Value*
$10.03 Mil
% of Portfolio
0.34%
Total Estimate Gain
$8.27 Mil
% of Total Estimate Gain
12.75%

EVERGREEN CAPITAL MANAGEMENT LLC's Global X MLP & Energy Infrastructure ETF Holding Summary

As of 2025-03-31, EVERGREEN CAPITAL MANAGEMENT LLC held 157,148.00 shares of Global X MLP & Energy Infrastructure ETF(MLPX), totaling $10.03 Mil. This investment constitutes 0.34% of their stock portfolio, and EVERGREEN CAPITAL MANAGEMENT LLC now holds 0.37% of the outstanding Global X MLP & Energy Infrastructure ETF(MLPX) stock.

The initial trade took place in 2021Q2. And since then EVERGREEN CAPITAL MANAGEMENT LLC has made 11 purchases of MLPX, at an average price of $46.78, for a total of 1.39 Mil shares. In addition, there have been 5 sales at an average price of $51.51 for 1.23 Mil shares. Based on historical transaction data and MLPX's current price of $62.46, EVERGREEN CAPITAL MANAGEMENT LLC's estimated gain on his MLPX holdings is $8.27 Mil, reflecting a 12.75% gain to date.

EVERGREEN CAPITAL MANAGEMENT LLC MLPX ($62.46) Holding Chart

EVERGREEN CAPITAL MANAGEMENT LLC MLPX ($62.46) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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