Wetzel Investment Advisors, Inc. Ishares Tr Convertible Bond Et Transaction History
Wetzel Investment Advisors, Inc.
- $176 Million
- Q1 2024
A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 47,277 shares of ICVT stock, worth $3.77 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
47,277
Previous 46,095
2.56%
Holding current value
$3.77 Million
Previous $3.62 Million
4.17%
% of portfolio
2.14%
Previous 2.22%
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