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 $323,256. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,075
Previous 7,075
-0.0%
Holding current value
$323,256
Previous $326,000
5.21%
% of portfolio
0.04%
Previous 0.03%
Shares
17 transactions
Others Institutions Holding TFI
# of Institutions
313Shares Held
69MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC16.8MShares$766 Million0.07% of portfolio
-
Morgan Stanley New York, NY12.3MShares$562 Million0.05% of portfolio
-
Betterment LLC New York, NY7.04MShares$321 Million0.88% of portfolio
-
Northwestern Mutual Wealth Management CO4.28MShares$196 Million0.2% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa4.07MShares$186 Million0.09% of portfolio