Ever Source Wealth Advisors, LLC Ishares Tr Convertible Bond Et Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 104 shares of ICVT stock, worth $8,208. This represents 0.0% of its overall portfolio holdings.
Number of Shares
104
Previous 13
700.0%
Holding current value
$8,208
Previous $1,000
700.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding ICVT
# of Institutions
292Shares Held
14.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2MShares$158 Million0.02% of portfolio
-
Assetmark, Inc1.49MShares$117 Million0.39% of portfolio
-
Envestnet Asset Management Inc956KShares$75.5 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC464KShares$36.7 Million0.02% of portfolio
-
Amg National Trust Bank450KShares$35.5 Million1.05% of portfolio