Icon Wealth Advisors, LLC Msci Eafe Value ETF Transaction History
Icon Wealth Advisors, LLC
- $1.17 Billion
- Q2 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 256,785 shares of EFV stock, worth $14.7 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
256,785
Previous 415,910
38.26%
Holding current value
$14.7 Million
Previous $22.6 Million
39.81%
% of portfolio
1.17%
Previous 2.12%
Shares
5 transactions
Others Institutions Holding EFV
# of Institutions
960Shares Held
224MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.44 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$817 Million0.88% of portfolio
-
Us Bancorp \De\11.8MShares$673 Million0.86% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$522 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$456 Million0.03% of portfolio