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 $231,760. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,495Holding current value
$231,760% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding ICVT
# of Institutions
389Shares Held
20MCall Options Held
3.9KPut Options Held
10.3K-
Bank Of America Corp Charlotte, NC2.71MShares$251 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.52MShares$142 Million0.04% of portfolio
-
Goldman Sachs Group Inc New York, NY1.25MShares$116 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC948KShares$88.1 Million0.03% of portfolio
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Amg National Trust Bank489KShares$45.4 Million1.15% of portfolio