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Company Main View
Name:
Evergreen Wealth Solutions LLC
City:
WILLIAMSPORT
State:
PA
Zip:
08247
Achive data
View Filing Period:
Current Quarter
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2023-12-31
Total Value :
$117,001,000
Total Value Change :
$17,933,000
Securities Held Change :
7
All Securities Held :
112
New Positions
:
8
Closed Positions
:
3
Increased Positions
:
55
Unchanged Positions
:
3
Decreased Positions
:
46
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Unchanged Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
APD
Air Products & Chemicals Inc
57
-
$257.04
$510,000
1,864
0.44%
-18,000
0
0
Diversified Chemicals
WST
West Pharmaceutical Service...
88
-
$354.11
$280,000
795
0.24%
-18,000
0
0.001
Rubber & Plastics
GAN
Gan Ltd
107
-
$0.00
$25,000
15,533
0.02%
7,000
0
0.054
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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