Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Evergreen Wealth Solutions, LLC
- $140 Million
- Q2 2024
A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 85,397 shares of IBDR stock, worth $2.03 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
85,397
Previous 69,106
23.57%
Holding current value
$2.03 Million
Previous $1.65 Million
23.42%
% of portfolio
1.45%
Previous 1.22%
Shares
6 transactions
Others Institutions Holding IBDR
# of Institutions
363Shares Held
86.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.57MShares$180 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.08MShares$121 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.32MShares$78.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$70.3 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$56.4 Million0.06% of portfolio