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 $2.27 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
104,361
Previous 100,413
3.93%
Holding current value
$2.27 Million
Previous $2.23 Million
0.13%
% of portfolio
1.56%
Previous 1.52%
Shares
8 transactions
Others Institutions Holding IBDV
# of Institutions
222Shares Held
60.8MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.34MShares$94.3 Million1.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.87MShares$84.1 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.42MShares$74.4 Million0.02% of portfolio
-
Capital Investment Advisors, LLC2.89MShares$62.8 Million1.28% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$57.8 Million0.02% of portfolio