Icon Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History
Icon Wealth Advisors, LLC
- $1.07 Billion
- Q1 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 3,918 shares of BSV stock, worth $300,980. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,918
Previous 3,915
0.08%
Holding current value
$300,980
Previous $301,000
0.33%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding BSV
# of Institutions
1,230Shares Held
353MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.72 Billion1.41% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.15 Billion0.17% of portfolio
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Mercer Global Advisors Inc Denver, CO23.6MShares$1.82 Billion5.15% of portfolio
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Goldman Sachs Group Inc New York, NY19.2MShares$1.48 Billion0.27% of portfolio
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Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.06 Billion3.95% of portfolio