Congress Wealth Management LLC Ishares Tr Convertible Bond Et Transaction History
Congress Wealth Management LLC
- $7.9 Billion
- Q1 2025
A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Congress Wealth Management LLC holds 35,504 shares of ICVT stock, worth $3.01 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
35,504Holding current value
$3.01 Million% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding ICVT
# of Institutions
387Shares Held
20MCall Options Held
3.9KPut Options Held
10.3K-
Bank Of America Corp Charlotte, NC2.71MShares$229 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.52MShares$129 Million0.04% of portfolio
-
Goldman Sachs Group Inc New York, NY1.25MShares$106 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC948KShares$80.4 Million0.03% of portfolio
-
Amg National Trust Bank489KShares$41.4 Million1.15% of portfolio