Evergreen Private Wealth LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Evergreen Private Wealth LLC
- $239 Billion
- Q2 2025
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 136,289 shares of IBDR stock, worth $3.24 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
136,289
Previous 128,318
6.21%
Holding current value
$3.24 Million
Previous $3.11 Billion
6.39%
% of portfolio
1.38%
Previous 1.45%
Shares
7 transactions
Others Institutions Holding IBDR
# of Institutions
457Shares Held
114MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.97MShares$213 Million0.02% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC6.01MShares$143 Million3.56% of portfolio
-
Morgan Stanley New York, NY4.27MShares$101 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.14MShares$74.5 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.91MShares$69.1 Million0.02% of portfolio