Evergreen Private Wealth LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Evergreen Private Wealth LLC
- $213 Billion
- Q4 2024
A detailed history of Evergreen Private Wealth LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 126,355 shares of IBDR stock, worth $3 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
126,355
Previous 123,803
2.06%
Holding current value
$3 Million
Previous $3.01 Billion
1.1%
% of portfolio
1.42%
Previous 1.39%
Shares
5 transactions
Others Institutions Holding IBDR
# of Institutions
403Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.4MShares$200 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.27MShares$102 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.97MShares$94.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.9MShares$68.9 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.31MShares$54.8 Million0.02% of portfolio