Mascagni Wealth Management, Inc. ICVT Holdings History
Number of Shares
64,392.00
Current Holdings Value*
$5.38 Mil
% of Portfolio
5.36%
Total Estimate Gain
$432,070.32
% of Total Estimate Gain
7.79%
Mascagni Wealth Management, Inc.'s iShares Convertible Bond ETF Holding Summary
As of 2025-03-31, Mascagni Wealth Management, Inc. held 64,392.00 shares of iShares Convertible Bond ETF(ICVT), totaling $5.38 Mil. This investment constitutes 5.36% of their stock portfolio, and Mascagni Wealth Management, Inc. now holds 0.22% of the outstanding iShares Convertible Bond ETF(ICVT) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and ICVT's current price of $92.82, Mascagni Wealth Management, Inc.'s estimated gain on his ICVT holdings is $432,070.32, reflecting a 7.79% gain to date.
Mascagni Wealth Management, Inc. ICVT ($92.82) Holding Chart
Mascagni Wealth Management, Inc. ICVT ($92.82) 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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