Icon Wealth Partners, LLC Vanguard Intermediate Term Tre Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 1,950 shares of VGIT stock, worth $112,963. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,950
Previous 1,950
-0.0%
Holding current value
$112,963
Previous $114,000
2.63%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding VGIT
# of Institutions
694Shares Held
333MCall Options Held
19.2KPut Options Held
17.5K-
Jpmorgan Chase & CO New York, NY69.1MShares$4 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC48.6MShares$2.82 Billion0.27% of portfolio
-
Morgan Stanley New York, NY18MShares$1.04 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.3MShares$827 Million3.13% of portfolio
-
Personal Capital Advisors Corp11.1MShares$641 Million3.14% of portfolio