Icon Wealth Advisors, LLC Vanguard S&P Small Cap 600 Val Transaction History
Icon Wealth Advisors, LLC
- $3.4 Billion
- Q3 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 69,342 shares of VIOV stock, worth $6.9 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
69,342
Previous 4,438
1462.46%
Holding current value
$6.9 Million
Previous $371,000
1628.03%
% of portfolio
0.19%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding VIOV
# of Institutions
183Shares Held
6.3MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC433KShares$43.1 Million3.96% of portfolio
-
Ubs Group Ag343KShares$34.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY303KShares$30.1 Million0.0% of portfolio
-
One Day In July LLC214KShares$21.3 Million2.17% of portfolio
-
Envestnet Asset Management Inc194KShares$19.3 Million0.01% of portfolio