Robertson Stephens Wealth Management, LLC Ishares Tr Convertible Bond Et Transaction History
Robertson Stephens Wealth Management, LLC
- $3.07 Billion
- Q2 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 3,562 shares of ICVT stock, worth $364,285. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,562
Previous 3,562
-0.0%
Holding current value
$364,285
Previous $297,000
7.74%
% of portfolio
0.01%
Previous 0.01%
Shares
3 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
-
Lpl Financial LLC Fort Mill, SC718KShares$73.5 Million0.02% of portfolio
-
Amg National Trust Bank488KShares$49.9 Million1.16% of portfolio