Evergreen Wealth Solutions, LLC Ishares Ibonds Dec 2024 Term C Transaction History
Evergreen Wealth Solutions, LLC
- $140 Million
- Q2 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 78,711 shares of IBDP stock, worth $1.98 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
78,711
Previous 68,060
15.65%
Holding current value
$1.98 Million
Previous $1.7 Million
16.08%
% of portfolio
1.41%
Previous 1.26%
Shares
6 transactions
Others Institutions Holding IBDP
# of Institutions
372Shares Held
70MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.15MShares$154 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.11MShares$78.1 Million0.01% of portfolio
-
Ubs Group Ag2.84MShares$71.2 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.7MShares$67.8 Million1.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.93MShares$48.3 Million0.02% of portfolio