Icon Wealth Partners, LLC Spdr Nuveen Bloomberg Municipa Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 7,075 shares of TFI stock, worth $326,511. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,075
Previous 7,075
-0.0%
Holding current value
$326,511
Previous $326,000
5.21%
% of portfolio
0.04%
Previous 0.03%
Shares
17 transactions
Others Institutions Holding TFI
# of Institutions
323Shares Held
67.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC18MShares$831 Million0.07% of portfolio
-
Morgan Stanley New York, NY11.5MShares$532 Million0.04% of portfolio
-
Betterment LLC New York, NY6.85MShares$316 Million0.77% of portfolio
-
Northwestern Mutual Wealth Management CO4.6MShares$212 Million0.19% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa3.55MShares$164 Million0.07% of portfolio