Icon Wealth Partners, LLC First Trust Dorsey Wright Focu Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
Shares
6 transactions
Others Institutions Holding FV
# of Institutions
297Shares Held
41.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.72MShares$386 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.17MShares$240 Million0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA4.16MShares$239 Million0.06% of portfolio
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Commonwealth Equity Services, LLC2.88MShares$165 Million0.27% of portfolio
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Raymond James & Associates St Petersburg, FL1.7MShares$97.5 Million0.07% of portfolio