Evergreen Private Wealth LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Evergreen Private Wealth LLC
- $216 Billion
- Q3 2024
A detailed history of Evergreen Private Wealth LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 1,168 shares of IBTJ stock, worth $25,030. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,168
Previous 1,168
-0.0%
Holding current value
$25,030
Previous $25 Million
3.44%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IBTJ
# of Institutions
137Shares Held
14.3MCall Options Held
0Put Options Held
0-
Atwood & Palmer Inc1.09MShares$23.3 Million1.62% of portfolio
-
Wells Fargo & Company San Francisco, CA1.05MShares$22.5 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL673KShares$14.4 Million0.02% of portfolio
-
Hengehold Capital Management LLC642KShares$13.8 Million1.3% of portfolio
-
Bank Of America Corp Charlotte, NC581KShares$12.4 Million0.0% of portfolio