Evergreen Wealth Solutions, LLC Ishares Core S&P Sm Cap ETF Transaction History
Evergreen Wealth Solutions, LLC
- $140 Million
- Q2 2024
Shares
4 transactions
Others Institutions Holding IJR
# of Institutions
2,476Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.12 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.59 Billion0.29% of portfolio
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Morgan Stanley New York, NY18.2MShares$2.15 Billion0.15% of portfolio
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Envestnet Asset Management Inc17.1MShares$2.02 Billion0.65% of portfolio
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Wells Fargo & Company San Francisco, CA15.9MShares$1.88 Billion0.42% of portfolio