Icon Wealth Partners, LLC Msci Eafe Value ETF Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 599,876 shares of EFV stock, worth $35.8 Million. This represents 3.34% of its overall portfolio holdings.
Number of Shares
599,876
Previous 449,675
33.4%
Holding current value
$35.8 Million
Previous $22 Million
33.37%
% of portfolio
3.34%
Previous 2.34%
Shares
10 transactions
Others Institutions Holding EFV
# of Institutions
1,091Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.46 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$1.03 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$855 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$764 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$752 Million0.63% of portfolio