Icon Wealth Partners, LLC Msci Eafe Growth ETF Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 294,346 shares of EFG stock, worth $30.1 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
294,346
Previous 338,378
13.01%
Holding current value
$30.1 Million
Previous $32.3 Million
21.32%
% of portfolio
2.89%
Previous 3.43%
Shares
12 transactions
Others Institutions Holding EFG
# of Institutions
900Shares Held
107MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.73 Billion0.67% of portfolio
-
Jones Financial Companies Lllp7.61MShares$778 Million1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY4.85MShares$496 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$452 Million0.25% of portfolio
-
Morgan Stanley New York, NY3.77MShares$385 Million0.03% of portfolio