Sax Wealth Advisors, LLC Ishares Tr Convertible Bond Et Transaction History
Sax Wealth Advisors, LLC
- $1.63 Billion
- Q2 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 2,495 shares of ICVT stock, worth $253,966. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,495Holding current value
$253,966% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding ICVT
# of Institutions
374Shares Held
17.4MCall Options Held
3.6KPut Options Held
2.9K-
Bank Of America Corp Charlotte, NC2.56MShares$261 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY1.25MShares$127 Million0.02% of portfolio
-
Envestnet Asset Management Inc933KShares$95 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC718KShares$73.1 Million0.02% of portfolio
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Amg National Trust Bank488KShares$49.6 Million1.16% of portfolio