Independence Financial Advisors, LLC Ishares Tr Convertible Bond Et Transaction History
Independence Financial Advisors, LLC
- $328 Billion
- Q3 2025
A detailed history of Independence Financial Advisors, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Independence Financial Advisors, LLC holds 118,255 shares of ICVT stock, worth $12 Million. This represents 3.6% of its overall portfolio holdings.
Number of Shares
118,255
Previous 34,369
244.07%
Holding current value
$12 Million
Previous $3.1 Billion
282.08%
% of portfolio
3.6%
Previous 1.2%
Shares
3 transactions
Others Institutions Holding ICVT
# of Institutions
386Shares Held
17.9MCall Options Held
3.6KPut Options Held
2.9K-
Bank Of America Corp Charlotte, NC2.56MShares$261 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY1.25MShares$127 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.25MShares$127 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC718KShares$73 Million0.02% of portfolio
-
Amg National Trust Bank488KShares$49.6 Million1.16% of portfolio