Icon Wealth Advisors, LLC Vanguard S&P Small Cap 600 Val Transaction History
Icon Wealth Advisors, LLC
- $1.17 Billion
- Q2 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 4,438 shares of VIOV stock, worth $405,145. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,438
Previous 4,438
-0.0%
Holding current value
$405,145
Previous $392,000
5.36%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding VIOV
# of Institutions
173Shares Held
6.5MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC473KShares$43.2 Million4.29% of portfolio
-
Ubs Group Ag352KShares$32.1 Million0.01% of portfolio
-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL320KShares$29.2 Million6.15% of portfolio
-
Atria Investments LLC Charlotte, NC315KShares$28.8 Million0.36% of portfolio
-
Morgan Stanley New York, NY293KShares$26.8 Million0.0% of portfolio