Evergreen Wealth Solutions’s NuScale Power SMR Stock Holding History

Evergreen Wealth Solutions’s Portfolio SMR Stock Details SMR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$538K	Hold
2025 Q2	$591K	Hold
2025 Q1	$212K	Hold
2024 Q4	$268K	Buy
2024 Q3	$169K	Buy
2024 Q2	$136K	Buy