Core Wealth Advisors, Inc. Ishares Tr Convertible Bond Et Transaction History
Core Wealth Advisors, Inc.
- $329 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding ICVT
# of Institutions
374Shares Held
17.4MCall 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 Inc933KShares$95 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC718KShares$73.1 Million0.02% of portfolio
-
Amg National Trust Bank488KShares$49.6 Million1.16% of portfolio