Phillips Financial Management, LLC Ishares Tr Convertible Bond Et Transaction History
Phillips Financial Management, LLC
- $1.32 Billion
- Q2 2025
A detailed history of Phillips Financial Management, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,371 shares of ICVT stock, worth $140,212. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,371Holding current value
$140,212% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding ICVT
# of Institutions
372Shares Held
17.1MCall Options Held
3.6KPut Options Held
2.9K-
Bank Of America Corp Charlotte, NC2.56MShares$262 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY1.25MShares$128 Million0.02% of portfolio
-
Envestnet Asset Management Inc933KShares$95.4 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC718KShares$73.5 Million0.02% of portfolio
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Amg National Trust Bank488KShares$49.9 Million1.16% of portfolio