Form Wealth Advisors, LLC Ishares Tr Convertible Bond Et Transaction History
Form Wealth Advisors, LLC
- $736 Billion
- Q1 2025
A detailed history of Form Wealth Advisors, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 4,015 shares of ICVT stock, worth $338,103. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,015Holding current value
$338,103% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding ICVT
# of Institutions
374Shares Held
19.7MCall Options Held
4.7KPut Options Held
6.4K-
Horizon Financial Services, LLC3.51MShares$296 Million0.97% of portfolio
-
Bank Of America Corp Charlotte, NC2.45MShares$207 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.47MShares$124 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC945KShares$79.6 Million0.03% of portfolio
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Goldman Sachs Group Inc New York, NY918KShares$77.3 Million0.01% of portfolio