Icon Wealth Partners, LLC First Tr ETF Viii Tcw Opportun Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
Shares
5 transactions
Others Institutions Holding FIXD
# of Institutions
374Shares Held
93.6MCall Options Held
8.5KPut Options Held
0-
Morgan Stanley New York, NY10.3MShares$442 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.45MShares$364 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA6.31MShares$272 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.68MShares$159 Million0.06% of portfolio
-
Ubs Group Ag3.3MShares$142 Million0.03% of portfolio