Icon Wealth Partners, LLC Vanguard S&P Small Cap 600 Val Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 4,438 shares of VIOV stock, worth $370,040. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,438
Previous 4,438
-0.0%
Holding current value
$370,040
Previous $364,000
6.32%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding VIOV
# of Institutions
196Shares Held
7.17MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp929KShares$77.5 Million0.03% of portfolio
-
N.E.W. Advisory Services LLC354KShares$29.5 Million2.37% of portfolio
-
Morgan Stanley New York, NY324KShares$27 Million0.0% of portfolio
-
Ubs Group Ag309KShares$25.7 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL254KShares$21.2 Million0.01% of portfolio