Icon Wealth Advisors, LLC Ishares Trust Aaa A Rated Corp Transaction History
Icon Wealth Advisors, LLC
- $1.19 Billion
- Q4 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Trust Aaa A Rated Corp stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 20,606 shares of QLTA stock, worth $972,603. This represents 0.08% of its overall portfolio holdings.
Number of Shares
20,606
Previous 17,306
19.07%
Holding current value
$972,603
Previous $850,000
13.41%
% of portfolio
0.08%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding QLTA
# of Institutions
173Shares Held
22MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC2.42MShares$114 Million3.82% of portfolio
-
Miracle Mile Advisors, LLC1.62MShares$76.5 Million1.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.51MShares$71.3 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.32MShares$62.3 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.23MShares$57.8 Million0.0% of portfolio