C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors »

Ishares Tr conv bd etf shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter-by-quarter ownership of Ishares Tr conv bd etf (ICVT) shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors from 13F filings

Historical chart of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors investment in Ishares Tr conv bd etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr conv bd etf held by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr conv bd etf by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $617k 7.4k 83.67
2024-06-30 $406k 5.2k 78.64
2024-03-31 $251k 3.1k 79.83
2022-12-31 $372k 5.3k 69.47

More positions owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Top funds holding Ishares Tr conv bd etf

Bank of America Corporation
Envestnet Asset Management
Goodman & Company, Investment Counsel
LPL Financial
Amg National Trust Bank
New York Life Investment Management
Advisory Alpha
Greenleaf Trust
Howard Capital Management
BlackRock
BlackRock
Morgan Stanley
Wright Fund Managment
Assetmark
Baker Avenue Asset Management

View all funds holding Ishares Tr conv bd etf