Icon Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 2,016 shares of VYM stock, worth $239,299. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,016
Previous 2,175
7.31%
Holding current value
$239,299
Previous $230,000
9.57%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding VYM
# of Institutions
1,703Shares Held
174MCall Options Held
1.76MPut Options Held
464K-
Sumitomo Life Insurance CO15.1MShares$1.8 Billion44.05% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.3 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.54MShares$1.13 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5MShares$593 Million0.33% of portfolio
-
Envestnet Asset Management Inc4.94MShares$586 Million0.23% of portfolio