Evermay Wealth Management LLC Ishares Ibonds 2024 Term High Transaction History

Evermay Wealth Management LLC

$618 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$23.0 - $23.3 $200,100 - $202,710	8,700 New	8,700 $201,000

Others Institutions Holding IBHD

# of Institutions

111

Shares Held

7.84M

Call Options Held

0

Put Options Held

0

Mid American Wealth Advisory Group, Inc. Kansas City, MO

1.29M
Shares

$29.9 Million
18.83% of portfolio
Lpl Financial LLC Fort Mill, SC

485K
Shares

$11.3 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

469K
Shares

$10.9 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

464K
Shares

$10.8 Million
0.0% of portfolio
Asset Dedication, LLC

327K
Shares

$7.58 Million
0.52% of portfolio

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