Icon Wealth Partners, LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Ft Exch Trd Fd Viii Cboe Vest stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 14,992 shares of XJUN stock, worth $556,053. This represents 0.06% of its overall portfolio holdings.
Number of Shares
14,992
Previous 15,272
1.83%
Holding current value
$556,053
Previous $510,000
2.75%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding XJUN
# of Institutions
67Shares Held
3.99MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL472KShares$17.5 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ418KShares$15.5 Million0.03% of portfolio
-
Hfg Wealth Management, LLC The Woodlands, TX382KShares$14.2 Million8.14% of portfolio
-
Bullseye Investment Management, LLC365KShares$13.5 Million14.24% of portfolio
-
Commonwealth Equity Services, LLC350KShares$13 Million0.02% of portfolio