Kingswood Wealth Advisors, LLC Ishares Tr Convertible Bond Et Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,319 shares of ICVT stock, worth $325,593. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,319
Holding current value
$325,593
% of portfolio
0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$89.29 - $100.17 $296,353 - $332,464
3,319 New
3,319 $332 Million
Q1 2025

Apr 21, 2025
SELL
$83.18 - $89.27 $16,719 - $17,943
-201 Reduced 6.36%
2,957 $247 Million
Q4 2024

Jan 22, 2025
BUY
$83.09 - $89.28 $262,398 - $281,946
3,158 New
3,158 $268 Million

Others Institutions Holding ICVT

# of Institutions
393
Shares Held
18.4M
Call Options Held
4.3K
Put Options Held
3.7K
View Full List

About ISHARES TR CONVERTIBLE BOND ET

ICVT Quotes by TradingView
  • Ticker ICVT
  • Sector ETFs
  • Industry ETFs
More about ICVT
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email