Icon Wealth Advisors, LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History
Icon Wealth Advisors, LLC
- $1.17 Billion
- Q2 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Ft Exch Trd Fd Viii Cboe Vest stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 13,646 shares of XJUN stock, worth $515,955. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,646
Previous 14,408
5.29%
Holding current value
$515,955
Previous $521,000
3.65%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding XJUN
# of Institutions
69Shares Held
3.22MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL409KShares$15.5 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC304KShares$11.5 Million0.02% of portfolio
-
Kestra Advisory Services, LLC268KShares$10.1 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ260KShares$9.85 Million0.02% of portfolio
-
Sequent Planning LLC Omaha, NE244KShares$9.22 Million3.07% of portfolio