Icon Wealth Partners, LLC First Tr Value Line Divid Inde Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 45,055 shares of FVD stock, worth $1.83 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
45,055
Previous 57,473
21.61%
Holding current value
$1.83 Million
Previous $2.3 Million
26.91%
% of portfolio
0.19%
Previous 0.24%
Shares
10 transactions
Others Institutions Holding FVD
# of Institutions
559Shares Held
155MCall Options Held
5.2KPut Options Held
0-
Morgan Stanley New York, NY24.2MShares$984 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20MShares$814 Million0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA7.77MShares$316 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.54MShares$307 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.91MShares$241 Million0.07% of portfolio