Shared Vision Wealth Group LLC Ishares Tr Convertible Bond Et Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 5,901 shares of ICVT stock, worth $470,545. This represents 0.27% of its overall portfolio holdings.
Number of Shares
5,901
Previous 5,564
6.06%
Holding current value
$470,545
Previous $444 Million
4.46%
% of portfolio
0.27%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding ICVT
# of Institutions
300Shares Held
14.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2MShares$159 Million0.02% of portfolio
-
Assetmark, Inc1.49MShares$119 Million0.39% of portfolio
-
Envestnet Asset Management Inc956KShares$76.3 Million0.03% of portfolio
-
Amg National Trust Bank484KShares$38.6 Million1.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC464KShares$37 Million0.02% of portfolio