Icon Wealth Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 3,915 shares of BSV stock, worth $299,419. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,915
Previous 3,915
-0.0%
Holding current value
$299,419
Previous $295,000
0.34%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding BSV
# of Institutions
1,229Shares Held
353MCall Options Held
8.1KPut Options Held
0-
Envestnet Asset Management Inc48.4MShares$3.7 Billion1.41% of portfolio
-
Morgan Stanley New York, NY27.9MShares$2.14 Billion0.17% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.6MShares$1.81 Billion5.15% of portfolio
-
Goldman Sachs Group Inc New York, NY19.2MShares$1.47 Billion0.27% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO13.7MShares$1.05 Billion3.95% of portfolio