Icon Wealth Partners, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 9,669 shares of FJUN stock, worth $498,920. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,669
Previous 9,724
0.57%
Holding current value
$498,920
Previous $402,000
2.74%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding FJUN
# of Institutions
136Shares Held
5.39MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc373KShares$19.2 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC329KShares$17 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL314KShares$16.2 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ271KShares$14 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH242KShares$12.5 Million4.69% of portfolio