Modern Wealth Management, LLC Ishares Tr Convertible Bond Et Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Modern Wealth Management, LLC holds 24,253 shares of ICVT stock, worth $2.11 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
24,253
Previous 24,230
0.09%
Holding current value
$2.11 Million
Previous $2.03 Billion
99.9%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding ICVT
# of Institutions
389Shares Held
20.2MCall Options Held
3.9KPut Options Held
10.3K-
Bank Of America Corp Charlotte, NC2.71MShares$236 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.52MShares$133 Million0.04% of portfolio
-
Goldman Sachs Group Inc New York, NY1.25MShares$109 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC948KShares$82.5 Million0.03% of portfolio
-
Amg National Trust Bank489KShares$42.6 Million1.15% of portfolio