Icon Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History
Icon Wealth Advisors, LLC
- $3.4 Billion
- Q3 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 10,085 shares of SHM stock, worth $479,642. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,085
Previous 7,271
38.7%
Holding current value
$479,642
Previous $343,000
41.4%
% of portfolio
0.01%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SHM
# of Institutions
442Shares Held
72.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC16.2MShares$770 Million0.07% of portfolio
-
Envestnet Asset Management Inc5.88MShares$280 Million0.09% of portfolio
-
Morgan Stanley New York, NY5.62MShares$267 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY4.85MShares$230 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA4.74MShares$226 Million0.05% of portfolio