Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERGREEN WEALTH SOLUTIONS LLC | 02-07-2024 | 12-31-2023 | 112 | 116,998,289 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 1 | $16,166,187 | 172,329 | 0.01 | 0.01 | 62,654 | 57.13 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 2 | $11,147,032 | 223,253 | 0.01 | 0.01 | 12,751 | 6.06 | 12-31-2023 |
| APPLE INC | COM | 3 | $5,253,291 | 27,286 | 0.00 | 0.00 | 1,496 | 5.80 | 12-31-2023 |
| ISHARES TR | CORE US AGGBD ET | 4 | $4,887,869 | 49,248 | 0.00 | 0.00 | 5,290 | 12.03 | 12-31-2023 |
