Icon Wealth Advisors, LLC Pimco ETF Tr Enhanced Sht Matu Transaction History
Icon Wealth Advisors, LLC
- $1.07 Billion
- Q1 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Pimco ETF Tr Enhanced Sht Matu stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 2,817 shares of MINT stock, worth $282,601. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,817
Previous 2,816
0.04%
Holding current value
$282,601
Previous $281,000
0.71%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding MINT
# of Institutions
679Shares Held
80MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY17.4MShares$1.75 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$879 Million0.21% of portfolio
-
Morgan Stanley New York, NY8.08MShares$811 Million0.07% of portfolio
-
Assetmark, Inc5.49MShares$551 Million1.81% of portfolio
-
Hb Wealth Management, LLC2.67MShares$268 Million3.36% of portfolio