Planwiser Financial, LLC Ishares Tr Convertible Bond Et Transaction History
Planwiser Financial, LLC
- $117 Billion
- Q2 2025
A detailed history of Planwiser Financial, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Planwiser Financial, LLC holds 25,032 shares of ICVT stock, worth $2.56 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
25,032Holding current value
$2.56 Million% of portfolio
1.98%Shares
1 transactions
Others Institutions Holding ICVT
# of Institutions
372Shares Held
17.1MCall Options Held
3.6KPut Options Held
2.9K-
Bank Of America Corp Charlotte, NC2.56MShares$262 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY1.25MShares$128 Million0.02% of portfolio
-
Envestnet Asset Management Inc933KShares$95.4 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC718KShares$73.5 Million0.02% of portfolio
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Amg National Trust Bank488KShares$49.9 Million1.16% of portfolio