Perissos Private Wealth Management, LLC Ishares Tr Convertible Bond Et Transaction History
Perissos Private Wealth Management, LLC
- $110 Billion
- Q1 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 15,417 shares of ICVT stock, worth $1.21 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
15,417Holding current value
$1.21 Million% of portfolio
1.12%Shares
1 transactions
Others Institutions Holding ICVT
# of Institutions
290Shares Held
14.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2MShares$157 Million0.02% of portfolio
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Assetmark, Inc1.49MShares$117 Million0.39% of portfolio
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Envestnet Asset Management Inc956KShares$75.2 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC464KShares$36.5 Million0.02% of portfolio
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Amg National Trust Bank450KShares$35.3 Million1.05% of portfolio