Evergreen Private Wealth LLC Ishares Tr Ibonds December 202 Transaction History
Evergreen Private Wealth LLC
- $213 Billion
- Q4 2024
A detailed history of Evergreen Private Wealth LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 44,123 shares of IBMO stock, worth $1.12 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
44,123
Previous 36,953
19.4%
Holding current value
$1.12 Million
Previous $948 Million
18.5%
% of portfolio
0.53%
Previous 0.44%
Shares
5 transactions
Others Institutions Holding IBMO
# of Institutions
191Shares Held
19.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.75MShares$44.6 Million0.0% of portfolio
-
Envestnet Asset Management Inc949KShares$24.2 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO866KShares$22.1 Million0.05% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH863KShares$22 Million0.34% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC724KShares$18.5 Million0.52% of portfolio