Perissos Private Wealth Management, LLC Ishares Tr Convertible Bond Et Transaction History
Perissos Private Wealth Management, LLC
- $125 Billion
- Q3 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 18,046 shares of ICVT stock, worth $1.61 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
18,046
Previous 20,545
12.16%
Holding current value
$1.61 Million
Previous $1.62 Billion
6.53%
% of portfolio
1.21%
Previous 1.45%
Shares
3 transactions
Others Institutions Holding ICVT
# of Institutions
321Shares Held
16.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.32MShares$206 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.13MShares$100 Million0.03% of portfolio
-
Goldman Sachs Group Inc New York, NY918KShares$81.7 Million0.01% of portfolio
-
1832 Asset Management L.P. Toronto, A6729KShares$64.9 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC533KShares$47.5 Million0.02% of portfolio