Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Evergreen Wealth Solutions, LLC
- $143 Million
- Q4 2024
A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 88,431 shares of IBDX stock, worth $2.2 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
88,431
Previous 10,834
716.24%
Holding current value
$2.2 Million
Previous $278,000
681.65%
% of portfolio
1.52%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding IBDX
# of Institutions
131Shares Held
31.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC3.56MShares$88.5 Million0.98% of portfolio
-
Wells Fargo & Company San Francisco, CA2.52MShares$62.7 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.28MShares$56.7 Million1.17% of portfolio
-
First Interstate Bank Billings, MT2.2MShares$54.6 Million3.38% of portfolio
-
Bank Of America Corp Charlotte, NC2.04MShares$50.7 Million0.0% of portfolio