Wetzel Investment Advisors, Inc. Ishares Tr Convertible Bond Et Transaction History
Wetzel Investment Advisors, Inc.
- $176 Million
- Q1 2024
A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 47,277 shares of ICVT stock, worth $3.73 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
47,277
Previous 46,095
2.56%
Holding current value
$3.73 Million
Previous $3.62 Million
4.17%
% of portfolio
2.14%
Previous 2.22%
Shares
2 transactions
Others Institutions Holding ICVT
# of Institutions
294Shares Held
14.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2MShares$158 Million0.02% of portfolio
-
Assetmark, Inc1.49MShares$117 Million0.39% of portfolio
-
Envestnet Asset Management Inc956KShares$75.4 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC464KShares$36.6 Million0.02% of portfolio
-
Amg National Trust Bank450KShares$35.4 Million1.05% of portfolio