Evergreen Private Wealth LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Evergreen Private Wealth LLC
- $214 Billion
- Q1 2025
A detailed history of Evergreen Private Wealth LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 2,661 shares of IBDU stock, worth $61,708. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,661
Previous 2,661
-0.0%
Holding current value
$61,708
Previous $60.7 Million
1.45%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding IBDU
# of Institutions
295Shares Held
89.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$142 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.73MShares$110 Million1.22% of portfolio
-
Capital Advisors Inc4.25MShares$98.7 Million2.01% of portfolio
-
Morgan Stanley New York, NY4.08MShares$94.7 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.59MShares$83.3 Million7.66% of portfolio