Evergreen Wealth Solutions, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Evergreen Wealth Solutions, LLC
- $170 Million
- Q3 2025
A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 9,500 shares of IBTJ stock, worth $208,335. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,500
Previous 9,500
-0.0%
Holding current value
$208,335
Previous $208,000
-0.0%
% of portfolio
0.12%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding IBTJ
# of Institutions
187Shares Held
28.5MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.95MShares$42.9 Million5.22% of portfolio
-
Wells Fargo & Company San Francisco, CA1.49MShares$32.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.05MShares$23 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL971KShares$21.3 Million0.01% of portfolio
-
Hengehold Capital Management LLC963KShares$21.1 Million1.85% of portfolio