Evergreen Wealth Solutions, LLC Ishares Ibonds Dec 2025 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 2025 Term C stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 14,575 shares of IBDQ stock, worth $365,978. This represents 0.26% of its overall portfolio holdings.
Number of Shares
14,575
Previous 10,000
45.75%
Holding current value
$365,978
Previous $248,000
45.97%
% of portfolio
0.26%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding IBDQ
# of Institutions
381Shares Held
79.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.46MShares$187 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.42MShares$85.9 Million0.01% of portfolio
-
Ubs Group Ag3.03MShares$76.1 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.68MShares$67.3 Million1.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.35MShares$59 Million0.15% of portfolio