Kades & Cheifetz LLC ICVT Holdings History
Kades & Cheifetz LLC's iShares Convertible Bond ETF Holding Summary
As of 2024-12-31, Kades & Cheifetz LLC held 63,096.00 shares of iShares Convertible Bond ETF(ICVT), totaling $5.36 Mil. This investment constitutes 2.74% of their stock portfolio, and Kades & Cheifetz LLC now holds 0.21% of the outstanding iShares Convertible Bond ETF(ICVT) stock.
The initial trade took place in 2022Q4. And since then Kades & Cheifetz LLC has made 5 purchases of ICVT, at an average price of $70.65, for a total of 72,191.00 shares. In addition, there have been 3 sales at an average price of $75.98 for 9,095.00 shares. Based on historical transaction data and ICVT's current price of $92.65, Kades & Cheifetz LLC's estimated gain on his ICVT holdings is $1.44 Mil, reflecting a 28.17% gain to date.
Kades & Cheifetz LLC ICVT ($92.65) Holding Chart
Kades & Cheifetz LLC ICVT ($92.65) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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