Number of Shares
20,907.00
Current Holdings Value*
$2.01 Mil
% of Portfolio
0.94%
Total Estimate Gain
$349,681.27
% of Total Estimate Gain
18.81%

Evergreen Private Wealth LLC's Fortinet Inc Holding Summary

As of 2025-03-31, Evergreen Private Wealth LLC held 20,907.00 shares of Fortinet Inc(FTNT), totaling $2.01 Mil. This investment constitutes 0.94% of their stock portfolio, and Evergreen Private Wealth LLC now holds 0% of the outstanding Fortinet Inc(FTNT) stock.

The initial trade took place in 2023Q4. And since then Evergreen Private Wealth LLC has made 5 purchases of FTNT, at an average price of $88.93, for a total of 20,907.00 shares. Based on historical transaction data and FTNT's current price of $105.66, Evergreen Private Wealth LLC's estimated gain on his FTNT holdings is $349,681.27, reflecting a 18.81% gain to date.

Evergreen Private Wealth LLC FTNT ($105.66) Holding Chart

Evergreen Private Wealth LLC FTNT ($105.66) 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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