Evergreen Private Wealth LLC Ishares Barclays 10 20 Yr Trea Transaction History
Evergreen Private Wealth LLC
- $214 Billion
- Q1 2025
A detailed history of Evergreen Private Wealth LLC transactions in Ishares Barclays 10 20 Yr Trea stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 70,399 shares of TLH stock, worth $7.23 Million. This represents 3.41% of its overall portfolio holdings.
Number of Shares
70,399
Previous 68,951
2.1%
Holding current value
$7.23 Million
Previous $6.86 Billion
6.42%
% of portfolio
3.41%
Previous 3.22%
Shares
6 transactions
Others Institutions Holding TLH
# of Institutions
556Shares Held
77.8MCall Options Held
50KPut Options Held
36K-
Envestnet Asset Management Inc14.3MShares$1.47 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC9.11MShares$935 Million0.08% of portfolio
-
Forum Financial Management, LP Lombard, IL7.65MShares$786 Million15.03% of portfolio
-
Wells Fargo & Company San Francisco, CA4.04MShares$415 Million0.09% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.95MShares$303 Million0.08% of portfolio