Evergreen Wealth Solutions, LLC Ishares Trust Ishares Msci Glo Transaction History
Evergreen Wealth Solutions, LLC
- $143 Million
- Q4 2024
A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 7,410 shares of SDG stock, worth $522,182. This represents 0.37% of its overall portfolio holdings.
Number of Shares
7,410
Previous 8,120
8.74%
Holding current value
$522,182
Previous $688,000
22.97%
% of portfolio
0.37%
Previous 0.47%
Shares
13 transactions
Others Institutions Holding SDG
# of Institutions
121Shares Held
1.09MCall Options Held
0Put Options Held
0-
Cwm, LLC234KShares$16.5 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC60.3KShares$4.25 Million0.0% of portfolio
-
Aspiriant, LLC48.8KShares$3.44 Million0.13% of portfolio
-
Royal Bank Of Canada Toronto, A639.3KShares$2.77 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ37.9KShares$2.67 Million0.01% of portfolio