Icon Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History
Icon Wealth Advisors, LLC
- $1.17 Billion
- Q2 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 1,669 shares of VYM stock, worth $214,566. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,669
Previous 1,956
14.67%
Holding current value
$214,566
Previous $236,000
16.53%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VYM
# of Institutions
1,741Shares Held
174MCall Options Held
1.59MPut Options Held
278K-
Sumitomo Life Insurance CO15.1MShares$1.95 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.41 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.21 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$672 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$643 Million0.21% of portfolio