Icon Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Icon Wealth Advisors, LLC
- $1.19 Billion
- Q4 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,905 shares of VNQ stock, worth $171,773. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,905
Previous 1,905
-0.0%
Holding current value
$171,773
Previous $185,000
8.65%
% of portfolio
0.01%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding VNQ
# of Institutions
1,916Shares Held
227MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.34 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.12 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.06 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$928 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$865 Million0.07% of portfolio