Icon Wealth Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 3,915 shares of BSV stock, worth $308,345. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,915
Previous 3,915
-0.0%
Holding current value
$308,345
Previous $295,000
0.34%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding BSV
# of Institutions
1,392Shares Held
410MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio