Icon Wealth Advisors, LLC First Trust Multi Asset Divers Transaction History
Icon Wealth Advisors, LLC
- $1.37 Billion
- Q3 2025
A detailed history of Icon Wealth Advisors, LLC transactions in First Trust Multi Asset Divers stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 8,042 shares of MDIV stock, worth $128,109. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,042
Previous 7,946
1.21%
Holding current value
$128,109
Previous $125,000
2.4%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding MDIV
# of Institutions
102Shares Held
10.3MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN1.5MShares$23.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.29MShares$20.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY846KShares$13.5 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC701KShares$11.2 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO565KShares$9 Million0.01% of portfolio