Icon Wealth Partners, LLC Ishares Tr Russell 2500 ETF Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding SMMD
# of Institutions
179Shares Held
12MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.34MShares$90.9 Million2.07% of portfolio
-
Cresset Asset Management, LLC Chicago, IL577KShares$39 Million0.15% of portfolio
-
Fifth Third Bancorp564KShares$38.1 Million0.14% of portfolio
-
Envestnet Asset Management Inc520KShares$35.2 Million0.01% of portfolio
-
Fort Washington Investment Advisors Inc486KShares$32.9 Million0.2% of portfolio