Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Evergreen Wealth Solutions, LLC
- $135 Million
- Q1 2024
A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 67,395 shares of IBDT stock, worth $1.67 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
67,395
Previous 63,802
5.63%
Holding current value
$1.67 Million
Previous $1.6 Million
4.88%
% of portfolio
1.24%
Previous 1.37%
Shares
5 transactions
Others Institutions Holding IBDT
# of Institutions
266Shares Held
54.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$161 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.41MShares$59.7 Million0.0% of portfolio
-
Capital Advisors Inc2.27MShares$56.4 Million1.23% of portfolio
-
Capital Investment Advisors, LLC2.19MShares$54.3 Million1.29% of portfolio
-
Aptus Capital Advisors, LLC1.81MShares$44.8 Million0.91% of portfolio