Icon Wealth Partners, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 9,669 shares of FJUN stock, worth $510,716. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,669
Previous 9,724
0.57%
Holding current value
$510,716
Previous $402,000
2.74%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding FJUN
# of Institutions
144Shares Held
6.24MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc456KShares$24.1 Million0.01% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY320KShares$16.9 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC314KShares$16.6 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL292KShares$15.4 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL288KShares$15.2 Million0.01% of portfolio