Icon Wealth Advisors, LLC Vanguard S&P Small Cap 600 Val Transaction History
Icon Wealth Advisors, LLC
- $1.07 Billion
- Q1 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 4,438 shares of VIOV stock, worth $365,602. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,438
Previous 4,438
-0.0%
Holding current value
$365,602
Previous $392,000
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding VIOV
# of Institutions
175Shares Held
6.67MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC580KShares$47.8 Million5.7% of portfolio
-
Ubs Group Ag388KShares$31.9 Million0.01% of portfolio
-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL362KShares$29.8 Million1.14% of portfolio
-
Atria Investments LLC Charlotte, NC356KShares$29.3 Million0.46% of portfolio
-
Morgan Stanley New York, NY297KShares$24.4 Million0.0% of portfolio