Evergreen Private Wealth LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Evergreen Private Wealth LLC
- $203 Billion
- Q2 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 37,324 shares of IBMQ stock, worth $955,494. This represents 0.46% of its overall portfolio holdings.
Number of Shares
37,324
Previous 36,471
2.34%
Holding current value
$955,494
Previous $922 Million
1.32%
% of portfolio
0.46%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding IBMQ
# of Institutions
121Shares Held
12.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.03MShares$26.3 Million0.0% of portfolio
-
Envestnet Asset Management Inc800KShares$20.5 Million0.01% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH800KShares$20.5 Million0.35% of portfolio
-
Mercer Global Advisors Inc Denver, CO783KShares$20 Million0.05% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.3 Million0.54% of portfolio