Icon Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 2,016 shares of VYM stock, worth $270,043. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,016
Previous 2,175
7.31%
Holding current value
$270,043
Previous $230,000
9.57%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding VYM
# of Institutions
1,906Shares Held
191MCall Options Held
1.77MPut Options Held
395K-
Sumitomo Life Insurance CO15.1MShares$2.03 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.52 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.3 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$967 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$756 Million0.3% of portfolio