Icon Wealth Partners, LLC Msci Eafe Value ETF Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 599,876 shares of EFV stock, worth $31.8 Million. This represents 3.34% of its overall portfolio holdings.
Number of Shares
599,876
Previous 449,675
33.4%
Holding current value
$31.8 Million
Previous $22 Million
33.37%
% of portfolio
3.34%
Previous 2.34%
Shares
10 transactions
Others Institutions Holding EFV
# of Institutions
939Shares Held
265MCall Options Held
1.5MPut Options Held
0-
Envestnet Asset Management Inc36.8MShares$1.95 Billion0.76% of portfolio
-
Jones Financial Companies Lllp14.7MShares$780 Million1.09% of portfolio
-
Us Bancorp \De\11.5MShares$611 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY10.7MShares$569 Million0.05% of portfolio
-
Jane Street Group, LLC New York, NY9.91MShares$525 Million0.74% of portfolio