A detailed history of Bcgm Wealth Management, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 4,339 shares of ICVT stock, worth $354,973. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,339
Previous 3,247 33.63%
Holding current value
$354,973
Previous $259,000 31.66%
% of portfolio
0.13%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$76.13 - $79.59 $83,133 - $86,912
1,092 Added 33.63%
4,339 $341,000
Q1 2024

May 07, 2024

BUY
$76.72 - $80.06 $249,109 - $259,954
3,247 New
3,247 $259,000

Others Institutions Holding ICVT

About ISHARES TR CONVERTIBLE BOND ET


  • Ticker ICVT
  • Sector ETFs
  • Industry ETFs
More about ICVT
Track This Portfolio

Track Bcgm Wealth Management, LLC Portfolio

Follow Bcgm Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bcgm Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bcgm Wealth Management, LLC with notifications on news.