Evergreen Private Wealth LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Evergreen Private Wealth LLC
- $200 Billion
- Q1 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 119,146 shares of IBDT stock, worth $2.95 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
119,146
Previous 102,064
16.74%
Holding current value
$2.95 Million
Previous $2.56 Billion
15.87%
% of portfolio
1.49%
Previous 1.38%
Shares
2 transactions
Others Institutions Holding IBDT
# of Institutions
266Shares Held
54.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$161 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.41MShares$59.7 Million0.0% of portfolio
-
Capital Advisors Inc2.27MShares$56.4 Million1.23% of portfolio
-
Capital Investment Advisors, LLC2.19MShares$54.3 Million1.29% of portfolio
-
Aptus Capital Advisors, LLC1.81MShares$44.8 Million0.91% of portfolio