Icon Wealth Advisors, LLC First Tr Ex Trad Fd Viii Cboe Call Options Transaction History
Icon Wealth Advisors, LLC
- $3.4 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DOCT
# of Institutions
59Shares Held
1.36MCall Options Held
0Put Options Held
0-
Per Stirling Capital Management, Llc. Austin, TX210KShares$8.35 Million1.14% of portfolio
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Mutual Advisors, LLC Casper, WY166KShares$6.59 Million0.18% of portfolio
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Commonwealth Equity Services, LLC79KShares$3.14 Million0.0% of portfolio
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Harbour Investments, Inc. Madison, WI58.3KShares$2.32 Million0.07% of portfolio
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Truist Financial Corp49.9KShares$1.99 Million0.0% of portfolio