Evergreen Wealth Solutions, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Evergreen Wealth Solutions, LLC
- $160 Million
- Q2 2025
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 49,603 shares of IBDQ stock, worth $1.25 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
49,603
Previous 47,991
3.36%
Holding current value
$1.25 Million
Previous $1.21 Million
3.57%
% of portfolio
0.78%
Previous 0.83%
Shares
6 transactions
Others Institutions Holding IBDQ
# of Institutions
432Shares Held
95.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.2 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.51MShares$88.2 Million1.31% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.8 Million0.29% of portfolio