Icon Wealth Partners, LLC J P Morgan ETF Tr Betabuilders Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in J P Morgan ETF Tr Betabuilders stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 6,302 shares of BBCA stock, worth $445,866. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,302
Previous 6,820
7.6%
Holding current value
$445,866
Previous $417,000
12.23%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding BBCA
# of Institutions
203Shares Held
82.7MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY71.9MShares$5.09 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC1.74MShares$123 Million0.01% of portfolio
-
Richard Bernstein Advisors LLC1.08MShares$76.3 Million1.68% of portfolio
-
Envestnet Asset Management Inc895KShares$63.3 Million0.02% of portfolio
-
Assetmark, Inc752KShares$53.2 Million0.16% of portfolio