Cyndeo Wealth Partners, LLC Ishares Tr Convertible Bond Et Transaction History

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 4,421 shares of ICVT stock, worth $387,810. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,421
Previous 2,882 53.4%
Holding current value
$387,810
Previous $241,000 55.6%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$83.09 - $89.28 $127,875 - $137,401
1,539 Added 53.4%
4,421 $375,000
Q3 2024

Oct 18, 2024
BUY
$77.24 - $83.67 $222,605 - $241,136
2,882 New
2,882 $241,000

Others Institutions Holding ICVT

# of Institutions
339
Shares Held
17M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CONVERTIBLE BOND ET

ICVT Quotes by TradingView
  • Ticker ICVT
  • Sector ETFs
  • Industry ETFs
More about ICVT
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