Icon Wealth Partners, LLC First Tr ETF Fd Ii First Tr In Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding FTRI
# of Institutions
81Shares Held
10.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.17MShares$28.2 Million0.02% of portfolio
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Commonwealth Equity Services, LLC1.53MShares$19.9 Million0.03% of portfolio
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Morgan Stanley New York, NY633KShares$8.21 Million0.0% of portfolio
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Cambridge Investment Research Advisors, Inc.518KShares$6.72 Million0.03% of portfolio
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Financial Partners Group, Inc Overland Park, KS461KShares$5.98 Million0.98% of portfolio