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Institutional Holdings

EVT

Ownership Summary

Institutions Holding
2
Total Shares Held
16,185
Total Value Held
$448,001
Quarter
2026-06-30

Active Positions

Increased Positions
1
3,685 shares
Decreased Positions
0
0 shares
Held Positions
0
0 shares
New Positions
1
12,500 shares
Sold Out Positions
0
0 shares
Institution Shares Value Change % of Portfolio Reported
Financial Security Advisor, Inc. 12,500 $346,000 New position 0.06% 2026-06-30
Birchwood Financial Partners, Inc. 3,685 $102,001 ▲ +45 0.08% 2026-06-30