Evergreen Private Wealth LLC's ownership history for IBMO

Evergreen Private Wealth LLC currently holds 45.8K shares with a market value of $1.2M. It started holding IBMO on 2024-09-30. At its peak, it held 45.8K shares on 2025-09-30. Its highest holding value was $1.2M on 2025-09-30. At its lowest, it held 37.0K shares on 2024-09-30, with a value of $948.0K on 2024-09-30. In the recent 180 days, Evergreen Private Wealth LLC has increased its shares by 738. In the recent year, Evergreen Private Wealth LLC has increased its shares by 8.8K.