Evergreen Private Wealth LLC QEFA Holdings History
Evergreen Private Wealth LLC's SPDR MSCI EAFE StrategicFactors SM ETF Holding Summary
As of 2025-03-31, Evergreen Private Wealth LLC held 98,358.00 shares of SPDR MSCI EAFE StrategicFactors SM ETF(QEFA), totaling $7.77 Mil. This investment constitutes 3.63% of their stock portfolio, and Evergreen Private Wealth LLC now holds 0.91% of the outstanding SPDR MSCI EAFE StrategicFactors SM ETF(QEFA) stock.
The initial trade took place in 2023Q4. And since then Evergreen Private Wealth LLC has made 5 purchases of QEFA, at an average price of $70.76, for a total of 98,358.00 shares. Based on historical transaction data and QEFA's current price of $85.31, Evergreen Private Wealth LLC's estimated gain on his QEFA holdings is $1.43 Mil, reflecting a 20.57% gain to date.
Evergreen Private Wealth LLC QEFA ($85.31) Holding Chart
Evergreen Private Wealth LLC QEFA ($85.31) 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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