Blue Stem Wealth Partners, LLC Ishares Tr Convertible Bond Et Transaction History
Blue Stem Wealth Partners, LLC
- $814 Billion
- Q2 2025
A detailed history of Blue Stem Wealth Partners, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 123,186 shares of ICVT stock, worth $12.6 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
123,186
Previous 198,516
37.95%
Holding current value
$12.6 Million
Previous $16.6 Billion
33.13%
% of portfolio
1.36%
Previous 2.26%
Shares
3 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
-
Lpl Financial LLC Fort Mill, SC718KShares$73.5 Million0.02% of portfolio
-
Amg National Trust Bank488KShares$49.9 Million1.16% of portfolio