Icon Wealth Advisors, LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History
Icon Wealth Advisors, LLC
- $1.07 Billion
- Q1 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Ft Exch Trd Fd Viii Cboe Vest stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 14,408 shares of XJUN stock, worth $534,392. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,408
Previous 14,885
3.2%
Holding current value
$534,392
Previous $522,000
0.19%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding XJUN
# of Institutions
67Shares Held
3.99MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL472KShares$17.5 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ418KShares$15.5 Million0.03% of portfolio
-
Hfg Wealth Management, LLC The Woodlands, TX382KShares$14.2 Million8.14% of portfolio
-
Bullseye Investment Management, LLC365KShares$13.5 Million14.24% of portfolio
-
Commonwealth Equity Services, LLC350KShares$13 Million0.02% of portfolio