Icon Wealth Advisors, LLC First Tr Exchange Traded Iv Transaction History
Icon Wealth Advisors, LLC
- $1.18 Billion
- Q1 2025
A detailed history of Icon Wealth Advisors, LLC transactions in First Tr Exchange Traded Iv stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 40,295 shares of EMLP stock, worth $1.5 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
40,295
Previous 40,113
0.45%
Holding current value
$1.5 Million
Previous $1.43 Million
5.59%
% of portfolio
0.13%
Previous 0.12%
Shares
9 transactions
Others Institutions Holding EMLP
# of Institutions
388Shares Held
74MCall Options Held
6.2KPut Options Held
100-
Morgan Stanley New York, NY17.3MShares$644 Million0.05% of portfolio
-
Tiedemann Advisors, LLC4.04MShares$150 Million4.62% of portfolio
-
Capital Investment Advisors, LLC3.71MShares$138 Million2.8% of portfolio
-
Al Ti Global, Inc. New York, NY3.02MShares$112 Million2.97% of portfolio
-
Glenview Trust CO Louisville, KY2.57MShares$95.6 Million1.9% of portfolio