Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Evergreen Wealth Solutions, LLC
- $160 Million
- Q2 2025
A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 9,500 shares of IBTJ stock, worth $209,665. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,500
Previous 9,500
-0.0%
Holding current value
$209,665
Previous $206,000
0.97%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding IBTJ
# of Institutions
170Shares Held
26MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.94MShares$42.8 Million5.58% of portfolio
-
Wells Fargo & Company San Francisco, CA1.5MShares$33.2 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.02MShares$22.5 Million0.01% of portfolio
-
Envestnet Asset Management Inc971KShares$21.4 Million0.01% of portfolio
-
Hengehold Capital Management LLC963KShares$21.3 Million1.85% of portfolio