Shared Vision Wealth Group LLC Ishares Tr Convertible Bond Et Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 6,040 shares of ICVT stock, worth $520,708. This represents 0.27% of its overall portfolio holdings.
Number of Shares
6,040
Previous 5,901
2.36%
Holding current value
$520,708
Previous $464 Million
8.92%
% of portfolio
0.27%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding ICVT
# of Institutions
321Shares Held
16.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.32MShares$200 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.13MShares$97.1 Million0.03% of portfolio
-
Goldman Sachs Group Inc New York, NY918KShares$79.1 Million0.01% of portfolio
-
1832 Asset Management L.P. Toronto, A6729KShares$62.9 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC533KShares$46 Million0.02% of portfolio