Icon Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Icon Wealth Advisors, LLC
- $1.17 Billion
- Q2 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 3,930 shares of BSV stock, worth $306,657. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,930
Previous 3,918
0.31%
Holding current value
$306,657
Previous $300,000
0.33%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding BSV
# of Institutions
1,215Shares Held
363MCall Options Held
3.2KPut Options Held
0-
Envestnet Asset Management Inc50.3MShares$3.92 Billion1.37% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.17 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO25.4MShares$1.99 Billion4.94% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.5 Billion0.25% of portfolio
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Jpmorgan Chase & CO New York, NY18.3MShares$1.43 Billion0.12% of portfolio