Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 10,834 shares of IBDX stock, worth $266,299. This represents 0.19% of its overall portfolio holdings.
Number of Shares
10,834
Previous 10,421
3.96%
Holding current value
$266,299
Previous $255,000
9.02%
% of portfolio
0.19%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding IBDX
# of Institutions
121Shares Held
25.9MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.34MShares$57.6 Million0.01% of portfolio
-
First Interstate Bank Billings, MT2.17MShares$53.3 Million3.5% of portfolio
-
Aptus Capital Advisors, LLC2.12MShares$52.1 Million0.87% of portfolio
-
Capital Investment Advisors, LLC1.95MShares$47.9 Million1.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.81MShares$44.5 Million0.0% of portfolio