Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 11,050 shares of IBDW stock, worth $226,635. This represents 0.16% of its overall portfolio holdings.
Number of Shares
11,050Holding current value
$226,635% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding IBDW
# of Institutions
149Shares Held
39.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.5MShares$71.7 Million0.02% of portfolio
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Aptus Capital Advisors, LLC2.57MShares$52.7 Million1.0% of portfolio
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Capital Investment Advisors, LLC2.2MShares$45.1 Million0.98% of portfolio
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Bank Of America Corp Charlotte, NC2.01MShares$41.1 Million0.0% of portfolio
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Venture Visionary Partners LLC1.94MShares$39.8 Million1.83% of portfolio