Evermay Wealth Management LLC Ishares Ibonds 2024 Term High Transaction History
Evermay Wealth Management LLC
- $618 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding IBHD
# of Institutions
112Shares Held
7.85MCall Options Held
0Put Options Held
0-
Mid American Wealth Advisory Group, Inc. Kansas City, MO1.29MShares$29.9 Million18.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC485KShares$11.3 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL469KShares$10.9 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA464KShares$10.8 Million0.0% of portfolio
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Asset Dedication, LLC327KShares$7.59 Million0.52% of portfolio