Number of Shares
24,706.00
Current Holdings Value*
$2.61 Mil
% of Portfolio
1.09%
Total Estimate Gain
$347,068.33
% of Total Estimate Gain
15.48%

Evergreen Private Wealth LLC's Fortinet Inc Holding Summary

As of 2025-06-30, Evergreen Private Wealth LLC held 24,706.00 shares of Fortinet Inc(FTNT), totaling $2.61 Mil. This investment constitutes 1.09% 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 6 purchases of FTNT, at an average price of $90.76, for a total of 24,706.00 shares. Based on historical transaction data and FTNT's current price of $104.81, Evergreen Private Wealth LLC's estimated gain on his FTNT holdings is $347,068.33, reflecting a 15.48% gain to date.

Evergreen Private Wealth LLC FTNT ($104.81) Holding Chart

Evergreen Private Wealth LLC FTNT ($104.81) 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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