Icon Wealth Advisors, LLC Vanguard S&P Small Cap 600 Val Transaction History
Icon Wealth Advisors, LLC
- $1.19 Billion
- Q4 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 4,438 shares of VIOV stock, worth $372,747. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,438
Previous 4,438
-0.0%
Holding current value
$372,747
Previous $410,000
0.98%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding VIOV
# of Institutions
208Shares Held
6.57MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC321KShares$26.9 Million2.89% of portfolio
-
Ubs Group Ag317KShares$26.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY314KShares$26.4 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL248KShares$20.8 Million0.01% of portfolio
-
One Day In July LLC205KShares$17.3 Million2.01% of portfolio