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Series Portfolios Tr shares owned by Evergreen Wealth Solutions

Quarter-by-quarter ownership of Series Portfolios Tr (BNDS) shares owned by Evergreen Wealth Solutions from 13F filings

Historical chart of Evergreen Wealth Solutions investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Evergreen Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 23k 50.38

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Tr Eq Bu Etf (TRIO)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange-traded Core Investment (FTCB)
T Rowe Price Exchange-traded Cap Appreciation (TCAF)
NVIDIA Corporation Put Option (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
J P Morgan Exchange Traded F Income Etf (JPIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)

View all positions for Evergreen Wealth Solutions

Top funds holding Series Portfolios Tr

Independent Financial Group
Encompass More Asset Management
Jane Street
Evergreen Wealth Solutions
Citadel Advisors
Davenport & Co
Royal Bank of Canada
PFG Advisors
National Asset Management
Cambridge Investment Research Advisors
HighTower Advisors
UBS Group
Burnham & Co
Hanson McClain Advisors
Trask Adam Roland

View all funds holding Series Portfolios Tr