Outlook Wealth Advisors, LLC Ishares Tr Convertible Bond Et Transaction History
Outlook Wealth Advisors, LLC
- $285 Million
- Q1 2024
A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 12,408 shares of ICVT stock, worth $975,641. This represents 0.35% of its overall portfolio holdings.
Number of Shares
12,408
Previous 11,787
5.27%
Holding current value
$975,641
Previous $926,000
6.91%
% of portfolio
0.35%
Previous 0.39%
Shares
13 transactions
Others Institutions Holding ICVT
# of Institutions
292Shares Held
14.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2MShares$157 Million0.02% of portfolio
-
Assetmark, Inc1.49MShares$117 Million0.39% of portfolio
-
Envestnet Asset Management Inc956KShares$75.2 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC464KShares$36.5 Million0.02% of portfolio
-
Amg National Trust Bank450KShares$35.3 Million1.05% of portfolio