Evergreen Wealth Management, LLC's ownership history for PTY

Evergreen Wealth Management, LLC currently holds 365.6K shares with a market value of $4.4M. It started holding PTY on 2024-09-30. At its peak, it held 365.6K shares on 2026-03-31. Its highest holding value was $4.9M on 2025-09-30. At its lowest, it held 291.2K shares on 2024-09-30, with a value of $4.2M on 2024-09-30. In the recent 180 days, Evergreen Wealth Management, LLC has increased its shares by 28.8K. In the recent year, Evergreen Wealth Management, LLC has increased its shares by 47.5K.