Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Evergreen Wealth Solutions, LLC

  • $147 Million
  • Q3 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 13,072 shares of IBDU stock, worth $298,303. This represents 0.21% of its overall portfolio holdings.

Number of Shares
13,072
Previous 11,054 18.26%
Holding current value
$298,303
Previous $250,000 22.8%
% of portfolio
0.21%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$22.51 - $23.57 $45,425 - $47,564
2,018 Added 18.26%
13,072 $307,000
Q2 2024

Aug 14, 2024
BUY
$22.29 - $22.77 $38,740 - $39,574
1,738 Added 18.66%
11,054 $250,000
Q1 2024

May 15, 2024
BUY
$22.61 - $23.1 $210,634 - $215,199
9,316 New
9,316 $212,000

Others Institutions Holding IBDU

# of Institutions
234
Shares Held
59.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

IBDU Quotes by TradingView
  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
Track This Portfolio

Track Evergreen Wealth Solutions, LLC Portfolio

Follow Evergreen Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email