Evergreen Private Wealth LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 130,682 shares of IBDX stock, worth $3.31 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
130,682
Previous 121,986
7.13%
Holding current value
$3.31 Million
Previous $3.05 Billion
8.39%
% of portfolio
1.38%
Previous 1.42%
Shares
6 transactions
Others Institutions Holding IBDX
# of Institutions
155Shares Held
35.9MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4MShares$102 Million1.12% of portfolio
-
Capital Investment Advisors, LLC2.75MShares$69.8 Million1.31% of portfolio
-
Wells Fargo & Company San Francisco, CA2.59MShares$65.6 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.23MShares$56.6 Million0.0% of portfolio
-
First Interstate Bank Billings, MT1.99MShares$50.4 Million3.04% of portfolio