Icon Wealth Partners, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
Shares
11 transactions
Others Institutions Holding LMBS
# of Institutions
394Shares Held
65.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12MShares$576 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.08MShares$340 Million0.19% of portfolio
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Wells Fargo & Company San Francisco, CA4.75MShares$228 Million0.06% of portfolio
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Ubs Group Ag3.51MShares$169 Million0.04% of portfolio
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Royal Bank Of Canada Toronto, A62.51MShares$120 Million0.03% of portfolio