Shore Haven Wealth Partners, LLC Ishares Tr Convertible Bond Et Transaction History
Shore Haven Wealth Partners, LLC
- $178 Million
- Q1 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 3,246 shares of ICVT stock, worth $255,232. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,246Holding current value
$255,232% of portfolio
0.15%Shares
4 transactions
Others Institutions Holding ICVT
# of Institutions
292Shares Held
14.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2MShares$157 Million0.02% of portfolio
-
Assetmark, Inc1.49MShares$117 Million0.39% of portfolio
-
Envestnet Asset Management Inc956KShares$75.2 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC464KShares$36.5 Million0.02% of portfolio
-
Amg National Trust Bank450KShares$35.3 Million1.05% of portfolio