Evergreen Wealth Solutions, LLC Ishares Tr Transaction History
Evergreen Wealth Solutions, LLC
- $143 Million
- Q4 2024
A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Tr stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 104,361 shares of IBDV stock, worth $2.25 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
104,361
Previous 100,413
3.93%
Holding current value
$2.25 Million
Previous $2.23 Million
0.13%
% of portfolio
1.56%
Previous 1.52%
Shares
8 transactions
Others Institutions Holding IBDV
# of Institutions
223Shares Held
61MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.34MShares$93.8 Million1.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$83.6 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.42MShares$73.9 Million0.02% of portfolio
-
Capital Investment Advisors, LLC2.89MShares$62.4 Million1.28% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$57.5 Million0.02% of portfolio