Evergreen Wealth Solutions, LLC Ishares Us ETF Tr Bloomberg Ro Transaction History
Evergreen Wealth Solutions, LLC
- $160 Million
- Q2 2025
Shares
	  3 transactions
	
  Others Institutions Holding CMDY
# of Institutions
63Shares Held
2.91MCall Options Held
0Put Options Held
0- 
    
      Ameriprise Financial Inc Minneapolis, MN353KShares$18.8 Million0.0% of portfolio
- 
    
      Envestnet Asset Management Inc350KShares$18.6 Million0.01% of portfolio
- 
    
      Apcm Wealth Management For Individuals281KShares$15 Million2.04% of portfolio
- 
    
      Td Waterhouse Canada Inc. Toronto, A6268KShares$14.3 Million0.1% of portfolio
- 
    
      Principal Securities, Inc. Des Moines, IA253KShares$13.5 Million0.24% of portfolio