Evergreen Wealth Solutions’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-10,143	Closed	-$428K	–	101
2022 Q2	$428K	Buy	+10,143	New	+$437K	0.53%	57

Other funds holding TOTL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Evergreen Wealth Solutions's TOTL Position: Q3 2022 in Review

Evergreen Wealth Solutions sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2022, closing a stake of 10,143 shares — an estimated $428K sold.

Evergreen Wealth Solutions first reported a position in TOTL in Q2 2022 and held it in 1 quarter. The position peaked at $428K in Q2 2022. 309 funds tracked by Wall St. Rank hold TOTL as of Q3 2022.

Evergreen Wealth Solutions reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2022 after selling out during the quarter.
Evergreen Wealth Solutions sold 10,143 State Street DoubleLine Total Return Tactical ETF shares in Q3 2022, an estimated $428K.
Evergreen Wealth Solutions first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2022 and held it in 1 quarter.
Evergreen Wealth Solutions's State Street DoubleLine Total Return Tactical ETF position peaked at $428K in Q2 2022.
309 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2022.

Based on Evergreen Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.