Institute for Wealth Management’s Evergy EVRG Stock Holding History

Institute for Wealth Management’s Portfolio EVRG Stock Details EVRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$268K	Buy
2025 Q1	$204K	Buy