Evergreen Private Wealth LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Evergreen Private Wealth LLC
- $247 Billion
- Q3 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 129,644 shares of IBDX stock, worth $3.3 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
129,644
Previous 130,682
0.79%
Holding current value
$3.3 Million
Previous $3.3 Billion
0.52%
% of portfolio
1.35%
Previous 1.38%
Shares
7 transactions
Others Institutions Holding IBDX
# of Institutions
188Shares Held
42.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.61MShares$117 Million0.93% of portfolio
-
Capital Investment Advisors, LLC2.97MShares$75.7 Million1.31% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$73.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.22MShares$56.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.1MShares$53.4 Million0.0% of portfolio