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EverSource Wealth Advisors’s iPath Series B Carbon Exchange-Traded Notes GRN Stock Holding History

EverSource Wealth Advisors’s Portfolio GRN Stock Details GRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10
Closed -$260 – 3779
2024
Q3 		$260 Sell
10
-1
-9% -$27 ﹤0.01% 2939
2024
Q2 		$298 Buy
+11
New +$298 ﹤0.01% 2960

Other funds holding GRN

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's GRN Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of iPath Series B Carbon Exchange-Traded Notes (GRN) in Q4 2024, closing a stake of 10 shares — an estimated $260 sold.

EverSource Wealth Advisors first reported a position in GRN in Q2 2024 and held it in 2 quarters. The position peaked at $298 in Q2 2024. 7 funds tracked by Wall St. Rank hold GRN as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining iPath Series B Carbon Exchange-Traded Notes position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 10 iPath Series B Carbon Exchange-Traded Notes shares in Q4 2024, an estimated $260.
  • EverSource Wealth Advisors first reported a position in iPath Series B Carbon Exchange-Traded Notes in Q2 2024 and held it in 2 quarters.
  • EverSource Wealth Advisors's iPath Series B Carbon Exchange-Traded Notes position peaked at $298 in Q2 2024.
  • 7 funds tracked by Wall St. Rank held iPath Series B Carbon Exchange-Traded Notes as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.