Evergreen Wealth Solutions, LLC Ishares Ibonds Dec 2024 Term C Transaction History
Evergreen Wealth Solutions, LLC
- $135 Million
- Q1 2024
A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 68,060 shares of IBDP stock, worth $1.71 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
68,060
Previous 62,404
9.06%
Holding current value
$1.71 Million
Previous $1.55 Million
9.65%
% of portfolio
1.26%
Previous 1.33%
Shares
5 transactions
Others Institutions Holding IBDP
# of Institutions
383Shares Held
78.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.56MShares$165 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.08MShares$77.3 Million0.01% of portfolio
-
Ubs Group Ag2.92MShares$73.3 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.71MShares$68 Million1.26% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.82MShares$45.8 Million0.02% of portfolio