Icon Wealth Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History
Icon Wealth Advisors, LLC
- $1.07 Billion
- Q1 2024
A detailed history of Icon Wealth Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 152,411 shares of FPE stock, worth $2.67 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
152,411
Previous 169,956
10.32%
Holding current value
$2.67 Million
Previous $2.87 Million
7.89%
% of portfolio
0.25%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding FPE
# of Institutions
427Shares Held
187MCall Options Held
2KPut Options Held
20.1K-
Morgan Stanley New York, NY47.5MShares$831 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A617.4MShares$305 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA11.3MShares$198 Million0.05% of portfolio
-
Ubs Group Ag10.6MShares$186 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$183 Million0.1% of portfolio