Aletheian Wealth Advisors LLC Ishares Tr Convertible Bond Et Transaction History
Aletheian Wealth Advisors LLC
- $163 Million
- Q3 2024
A detailed history of Aletheian Wealth Advisors LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 6,119 shares of ICVT stock, worth $542,082. This represents 0.31% of its overall portfolio holdings.
Number of Shares
6,119
Previous 6,494
5.77%
Holding current value
$542,082
Previous $510,000
0.2%
% of portfolio
0.31%
Previous 0.28%
Shares
10 transactions
Others Institutions Holding ICVT
# of Institutions
320Shares Held
16.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.32MShares$205 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.13MShares$99.8 Million0.03% of portfolio
-
Goldman Sachs Group Inc New York, NY918KShares$81.3 Million0.01% of portfolio
-
1832 Asset Management L.P. Toronto, A6729KShares$64.6 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC533KShares$47.2 Million0.02% of portfolio