Icon Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History
Icon Wealth Advisors, LLC
- $1.19 Billion
- Q4 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 7,271 shares of SHM stock, worth $346,608. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,271
Previous 7,271
-0.0%
Holding current value
$346,608
Previous $350,000
1.71%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SHM
# of Institutions
451Shares Held
73.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC19.2MShares$915 Million0.08% of portfolio
-
Envestnet Asset Management Inc5.87MShares$280 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA4.82MShares$230 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY4.76MShares$227 Million0.04% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.6MShares$124 Million0.3% of portfolio