Icon Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History
Icon Wealth Advisors, LLC
- $1.19 Billion
- Q4 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,406 shares of VYM stock, worth $188,474. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,406
Previous 1,643
14.42%
Holding current value
$188,474
Previous $210,000
14.76%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding VYM
# of Institutions
1,947Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$2.03 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.84 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.31 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$968 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$756 Million0.3% of portfolio