Icon Wealth Partners, LLC First Trust Europe Alphadex Fu Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
Shares
6 transactions
Others Institutions Holding FEP
# of Institutions
97Shares Held
3.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY619KShares$23.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA346KShares$13.3 Million0.0% of portfolio
-
Envestnet Asset Management Inc311KShares$12 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC248KShares$9.53 Million0.0% of portfolio
-
Vontobel Holding Ltd.153KShares$5.89 Million0.02% of portfolio