Icon Wealth Advisors, LLC First Tr Exchange Traded Iv Transaction History
Icon Wealth Advisors, LLC
- $1.07 Billion
- Q1 2024
A detailed history of Icon Wealth Advisors, LLC transactions in First Tr Exchange Traded Iv stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 38,012 shares of EMLP stock, worth $1.16 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
38,012
Previous 37,791
0.58%
Holding current value
$1.16 Million
Previous $1.05 Million
7.27%
% of portfolio
0.11%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding EMLP
# of Institutions
308Shares Held
67MCall Options Held
18KPut Options Held
0-
Morgan Stanley New York, NY15.7MShares$479 Million0.04% of portfolio
-
Tiedemann Advisors, LLC4.04MShares$123 Million4.62% of portfolio
-
Al Ti Global, Inc. New York, NY3.47MShares$106 Million2.85% of portfolio
-
Capital Investment Advisors, LLC3.47MShares$106 Million2.41% of portfolio
-
Glenview Trust CO Louisville, KY2.45MShares$74.7 Million1.58% of portfolio