Leicht Financial Planning & Wealth Management, Inc. Ishares Tr Convertible Bond Et Call Options Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$210 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ICVT

# of Institutions

373

Shares Held

17.1M

Call Options Held

3.6K

Put Options Held

2.9K

Bank Of America Corp Charlotte, NC

2.56M
Shares

$262 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

1.25M
Shares

$128 Million
0.02% of portfolio
Envestnet Asset Management Inc

933K
Shares

$95.4 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

718K
Shares

$73.5 Million
0.02% of portfolio
Amg National Trust Bank

488K
Shares

$49.9 Million
1.16% of portfolio

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