Evergreen Wealth Solutions, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Evergreen Wealth Solutions, LLC
- $147 Million
- Q3 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 20,589 shares of IBDQ stock, worth $515,136. This represents 0.35% of its overall portfolio holdings.
Number of Shares
20,589
Previous 14,575
41.26%
Holding current value
$515,136
Previous $362,000
42.54%
% of portfolio
0.35%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding IBDQ
# of Institutions
396Shares Held
82.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$162 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.68MShares$92.2 Million0.01% of portfolio
-
Ubs Group Ag3.15MShares$78.9 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$69.1 Million1.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.26MShares$56.4 Million0.12% of portfolio