Icon Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History
Icon Wealth Advisors, LLC
- $3.4 Billion
- Q3 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 4,566 shares of TFI stock, worth $207,844. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,566
Previous 7,943
42.52%
Holding current value
$207,844
Previous $363,000
41.32%
% of portfolio
0.01%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding TFI
# of Institutions
323Shares Held
67.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC18MShares$820 Million0.07% of portfolio
-
Morgan Stanley New York, NY11.5MShares$525 Million0.04% of portfolio
-
Betterment LLC New York, NY6.85MShares$312 Million0.77% of portfolio
-
Northwestern Mutual Wealth Management CO4.6MShares$209 Million0.19% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa3.55MShares$162 Million0.07% of portfolio