Icon Wealth Advisors, LLC Msci Eafe Value ETF Transaction History
Icon Wealth Advisors, LLC
- $3.4 Billion
- Q3 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 162,868 shares of EFV stock, worth $8.93 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
162,868
Previous 256,785
36.57%
Holding current value
$8.93 Million
Previous $13.6 Million
31.21%
% of portfolio
0.28%
Previous 1.17%
Shares
7 transactions
Others Institutions Holding EFV
# of Institutions
1,046Shares Held
300MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.96 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$803 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$726 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$700 Million0.34% of portfolio
-
Us Bancorp \De\12.3MShares$676 Million0.92% of portfolio