Evexia Wealth LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Evexia Wealth LLC
- $318 Billion
- Q2 2025
A detailed history of Evexia Wealth LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Evexia Wealth LLC holds 36,612 shares of IBTJ stock, worth $799,972. This represents 0.25% of its overall portfolio holdings.
Number of Shares
36,612
Previous 61,116
40.09%
Holding current value
$799,972
Previous $1.33 Billion
39.88%
% of portfolio
0.25%
Previous 0.48%
Shares
3 transactions
Others Institutions Holding IBTJ
# of Institutions
167Shares Held
25.1MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.94MShares$42.4 Million5.58% of portfolio
-
Wells Fargo & Company San Francisco, CA1.44MShares$31.5 Million0.01% of portfolio
-
Envestnet Asset Management Inc971KShares$21.2 Million0.01% of portfolio
-
Hengehold Capital Management LLC922KShares$20.1 Million1.88% of portfolio
-
Atwood & Palmer Inc903KShares$19.7 Million1.4% of portfolio