Evergreen Wealth Solutions, LLC Ishares Trust Ishares Msci Glo Transaction History
Evergreen Wealth Solutions, LLC
- $135 Million
- Q1 2024
A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 7,220 shares of SDG stock, worth $542,005. This represents 0.42% of its overall portfolio holdings.
Number of Shares
7,220
Previous 7,150
0.98%
Holding current value
$542,005
Previous $579,000
1.9%
% of portfolio
0.42%
Previous 0.5%
Shares
10 transactions
Others Institutions Holding SDG
# of Institutions
122Shares Held
1.8MCall Options Held
0Put Options Held
0-
Cwm, LLC380KShares$28.5 Million0.15% of portfolio
-
Jane Street Group, LLC New York, NY161KShares$12.1 Million0.02% of portfolio
-
Mission Wealth Management, LP138KShares$10.4 Million0.29% of portfolio
-
Wealth Enhancement Advisory Services, LLC104KShares$7.8 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC67KShares$5.03 Million0.0% of portfolio