Evergreen Private Wealth LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 121,721 shares of IBDT stock, worth $3.07 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
121,721
Previous 119,244
2.08%
Holding current value
$3.07 Million
Previous $3.04 Billion
0.44%
% of portfolio
1.42%
Previous 1.41%
Shares
5 transactions
Others Institutions Holding IBDT
# of Institutions
341Shares Held
77.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.67MShares$194 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.55MShares$89.6 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.78MShares$70.3 Million1.44% of portfolio
-
Capital Advisors Inc2.7MShares$68.1 Million1.38% of portfolio
-
Envestnet Asset Management Inc2.15MShares$54.2 Million0.02% of portfolio