A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Tr Convertible Bond Et stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 16,472 shares of ICVT stock, worth $1.47 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,472
Holding current value
$1.47 Million
% of portfolio
0.02%

Shares

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

Feb 05, 2025

BUY
$83.09 - $89.28 $1.37 Million - $1.47 Million
16,472 New
16,472 $1.4 Billion
Q2 2024

Aug 12, 2024

BUY
$76.13 - $79.59 $222,756 - $232,880
2,926 New
2,926 $230 Million

Others Institutions Holding ICVT

About ISHARES TR CONVERTIBLE BOND ET


  • Ticker ICVT
  • Sector ETFs
  • Industry ETFs
More about ICVT
Track This Portfolio

Track Dynasty Wealth Management, LLC Portfolio

Follow Dynasty Wealth Management, 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 Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.