Prestige Wealth Management Group LLC ICVT Holdings History
Prestige Wealth Management Group LLC's iShares Convertible Bond ETF Holding Summary
As of 2025-03-31, Prestige Wealth Management Group LLC held 318,815.00 shares of iShares Convertible Bond ETF(ICVT), totaling $26.66 Mil. This investment constitutes 5.7% of their stock portfolio, and Prestige Wealth Management Group LLC now holds 1.12% of the outstanding iShares Convertible Bond ETF(ICVT) stock.
The initial trade took place in 2020Q4. And since then Prestige Wealth Management Group LLC has made 7 purchases of ICVT, at an average price of $81.00, for a total of 682,358.00 shares. In addition, there have been 5 sales at an average price of $79.90 for 363,543.00 shares. Based on historical transaction data and ICVT's current price of $92.99, Prestige Wealth Management Group LLC's estimated gain on his ICVT holdings is $3.42 Mil, reflecting a 6.20% gain to date.
Prestige Wealth Management Group LLC ICVT ($92.99) Holding Chart
Prestige Wealth Management Group LLC ICVT ($92.99) 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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