Icon Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History
Icon Wealth Advisors, LLC
- $3.4 Billion
- Q3 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 16,739 shares of VYM stock, worth $2.13 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
16,739
Previous 1,669
902.94%
Holding current value
$2.13 Million
Previous $197,000
988.83%
% of portfolio
0.06%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding VYM
# of Institutions
1,798Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.92 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.44 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.23 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$687 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$639 Million0.21% of portfolio