True Wealth Design, LLC Ishares Tr Convertible Bond Et Transaction History

True Wealth Design, LLC

$401 Billion
Q1 2024

A detailed history of True Wealth Design, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, True Wealth Design, LLC holds 55 shares of ICVT stock, worth $4,324. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,324

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$76.72 - $80.06 $4,219 - $4,403	55 New	55 $4.39 Million

Others Institutions Holding ICVT

# of Institutions

292

Shares Held

14.4M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2M
Shares

$157 Million
0.02% of portfolio
Assetmark, Inc

1.49M
Shares

$117 Million
0.39% of portfolio
Envestnet Asset Management Inc

956K
Shares

$75.2 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

464K
Shares

$36.5 Million
0.02% of portfolio
Amg National Trust Bank

450K
Shares

$35.3 Million
1.05% of portfolio

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About ISHARES TR CONVERTIBLE BOND ET

Ticker ICVT
Sector ETFs
Industry ETFs

More about ICVT

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True Wealth Design, LLC Ishares Tr Convertible Bond Et Transaction History