Icon Wealth Advisors, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Icon Wealth Advisors, LLC
- $1.17 Billion
- Q2 2024
A detailed history of Icon Wealth Advisors, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 7,411 shares of FJUN stock, worth $372,699. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,411
Previous 7,364
0.64%
Holding current value
$372,699
Previous $346,000
3.47%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FJUN
# of Institutions
130Shares Held
5.24MCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ370KShares$18.6 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC329KShares$16.6 Million0.03% of portfolio
-
Envestnet Asset Management Inc327KShares$16.5 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$13.6 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH242KShares$12.2 Million4.69% of portfolio