Icon Wealth Advisors, LLC Stifel Financial Corp Transaction History
Icon Wealth Advisors, LLC
- $1.07 Billion
- Q1 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Stifel Financial Corp stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 2,400 shares of SF stock, worth $211,728. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,400
Previous 2,214
8.4%
Holding current value
$211,728
Previous $153,000
22.22%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SF
# of Institutions
459Shares Held
82.7MCall Options Held
258KPut Options Held
39.7K-
Vanguard Group Inc Valley Forge, PA10.5MShares$923 Million0.02% of portfolio
-
Black Rock Inc. New York, NY8.99MShares$793 Million0.02% of portfolio
-
Capital Research Global Investors Los Angeles, CA6.09MShares$538 Million0.11% of portfolio
-
State Street Corp Boston, MA3.11MShares$274 Million0.01% of portfolio
-
Earnest Partners LLC Atlanta, GA2.93MShares$259 Million1.08% of portfolio
About STIFEL FINANCIAL CORP
- Ticker SF
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 106,225,000
- Market Cap $9.37B
- Description
- Stifel Financial Corp., a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States, the United Kingdom, the rest of Europe, and Canada. It operates in three segments: Global Wealth ...