Kfg Wealth Management, LLC Ishares Tr Convertible Bond Et Transaction History
Kfg Wealth Management, LLC
- $472 Million
- Q3 2025
A detailed history of Kfg Wealth Management, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 11,613 shares of ICVT stock, worth $1.19 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
11,613
Previous 17,906
35.14%
Holding current value
$1.19 Million
Previous $1.61 Million
28.02%
% of portfolio
0.25%
Previous 0.37%
Shares
4 transactions
Others Institutions Holding ICVT
# of Institutions
379Shares Held
17.2MCall 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