Evergreen Private Wealth LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Evergreen Private Wealth LLC
- $216 Billion
- Q3 2024
A detailed history of Evergreen Private Wealth LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 124,541 shares of IBDS stock, worth $2.98 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
124,541
Previous 123,215
1.08%
Holding current value
$2.98 Million
Previous $2.92 Billion
3.8%
% of portfolio
1.41%
Previous 1.44%
Shares
4 transactions
Others Institutions Holding IBDS
# of Institutions
341Shares Held
83.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$174 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$130 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$83.7 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$78.7 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$74.7 Million1.21% of portfolio