Icon Wealth Partners, LLC Vanguard Bd Index Fd Inc Long Transaction History

Icon Wealth Partners, LLC

$878 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 15, 2018	SELL	N/A	-34 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	N/A	34	34 $3,000

Others Institutions Holding BLV

# of Institutions

376

Shares Held

42.3M

Call Options Held

20.1K

Put Options Held

17.9K

Envestnet Asset Management Inc

9.61M
Shares

$670 Million
0.26% of portfolio
Wells Fargo & Company San Francisco, CA

4.38M
Shares

$305 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

2.39M
Shares

$167 Million
0.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.27M
Shares

$158 Million
0.65% of portfolio
Lincoln National Corp

2.09M
Shares

$146 Million
2.41% of portfolio

About VANGUARD BD INDEX FD INC LONG

Ticker BLV
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