Icon Wealth Partners, LLC First Tr Large Cap Core Alphde Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 3,600 shares of FEX stock, worth $348,372. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,600
Previous 3,600
-0.0%
Holding current value
$348,372
Previous $302,000
3.64%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FEX
# of Institutions
208Shares Held
7.13MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.05MShares$102 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC813KShares$78.7 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA480KShares$46.4 Million0.01% of portfolio
-
Janney Montgomery Scott LLC471KShares$45.6 Million0.14% of portfolio
-
Ubs Group Ag260KShares$25.2 Million0.01% of portfolio