Icon Wealth Partners, LLC Vanguard S&P Small Cap 600 Val Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 4,438 shares of VIOV stock, worth $420,678. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,438
Previous 4,438
-0.0%
Holding current value
$420,678
Previous $364,000
6.32%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding VIOV
# of Institutions
212Shares Held
6.63MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY351KShares$33.3 Million0.0% of portfolio
-
Aspiriant, LLC333KShares$31.6 Million0.99% of portfolio
-
N.E.W. Advisory Services LLC306KShares$29 Million2.63% of portfolio
-
Ubs Group Ag304KShares$28.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL234KShares$22.2 Million0.01% of portfolio