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 $470,396. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,669
Previous 9,724
0.57%
Holding current value
$470,396
Previous $402,000
2.74%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding FJUN
# of Institutions
103Shares Held
5.13MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC511KShares$24.9 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ259KShares$12.6 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH243KShares$11.8 Million4.32% of portfolio
-
Envestnet Asset Management Inc239KShares$11.6 Million0.0% of portfolio
-
Keystone Wealth Services, LLC239KShares$11.6 Million3.95% of portfolio