Icon Wealth Partners, LLC First Tr ETF Viii Tcw Opportun Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
Shares
5 transactions
Others Institutions Holding FIXD
# of Institutions
360Shares Held
99.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.4MShares$492 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$395 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA7.26MShares$312 Million0.08% of portfolio
-
Signature Estate & Investment Advisors LLC6.77MShares$291 Million8.35% of portfolio
-
Ubs Group Ag3.61MShares$155 Million0.04% of portfolio