Wealth Plan Investment Management, LLC Ishares Tr Convertible Bond Et Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 15, 2023
SELL
$68.53 - $72.07 $49,273 - $51,818
-719 Reduced 13.96%
4,430 $307,000
Q3 2022

Dec 12, 2022
BUY
$68.64 - $76.55 $169,678 - $189,231
2,472 Added 92.34%
5,149 $365,000
Q1 2022

Sep 07, 2022
BUY
$77.44 - $89.29 $207,306 - $239,029
2,677 New
2,677 $206,000

Others Institutions Holding ICVT

# of Institutions
326
Shares Held
16.3M
Call Options Held
1.3K
Put Options Held
200
View Full List

About ISHARES TR CONVERTIBLE BOND ET

ICVT Quotes by TradingView
  • Ticker ICVT
  • Sector ETFs
  • Industry ETFs
More about ICVT
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email