Icon Wealth Partners, LLC Ishares Morningstar Small Cap Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
Shares
6 transactions
Others Institutions Holding ISCG
# of Institutions
131Shares Held
7.21MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.08MShares$54.5 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO423KShares$21.3 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC388KShares$19.5 Million0.0% of portfolio
-
Avantax Advisory Services, Inc.378KShares$19 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC355KShares$17.8 Million0.01% of portfolio