Icon Wealth Advisors, LLC First Tr Large Cap Core Alphde Transaction History
Icon Wealth Advisors, LLC
- $3.4 Billion
- Q3 2024
A detailed history of Icon Wealth Advisors, LLC transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 2,468 shares of FEX stock, worth $276,292. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,468
Previous 3,600
31.44%
Holding current value
$276,292
Previous $349,000
26.36%
% of portfolio
0.01%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FEX
# of Institutions
221Shares Held
7.27MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$115 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC791KShares$88.5 Million0.04% of portfolio
-
Janney Montgomery Scott LLC503KShares$56.3 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA469KShares$52.5 Million0.01% of portfolio
-
Ubs Group Ag235KShares$26.3 Million0.01% of portfolio