Mc Naughton Wealth Management, LLC Ishares Tr Convertible Bond Et Transaction History
Mc Naughton Wealth Management, LLC
- $217 Million
- Q2 2025
A detailed history of Mc Naughton Wealth Management, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 4,588 shares of ICVT stock, worth $421,499. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,588
Previous 6,905
33.56%
Holding current value
$421,499
Previous $579,000
28.67%
% of portfolio
0.19%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding ICVT
# of Institutions
374Shares Held
17.2MCall Options Held
3.6KPut Options Held
2.9K-
Bank Of America Corp Charlotte, NC2.56MShares$236 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY1.25MShares$115 Million0.02% of portfolio
-
Envestnet Asset Management Inc933KShares$85.7 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC718KShares$66 Million0.02% of portfolio
-
Amg National Trust Bank488KShares$44.8 Million1.16% of portfolio