A detailed history of Icon Wealth Advisors, LLC transactions in Discover Financial Services stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 14,291 shares of DFS stock, worth $2.52 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,291
Previous 2,618 445.87%
Holding current value
$2.52 Million
Previous $342,000 485.96%
% of portfolio
0.06%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$123.41 - $144.72 $1.41 Million - $1.66 Million
-11,454 Reduced 80.15%
2,837 $398,000
Q3 2024

Nov 12, 2024

BUY
$123.41 - $144.72 $1.44 Million - $1.69 Million
11,673 Added 445.87%
14,291 $2 Million
Q2 2024

Aug 14, 2024

BUY
$119.57 - $130.81 $102,351 - $111,973
856 Added 48.58%
2,618 $342,000
Q1 2024

May 15, 2024

BUY
$97.0 - $131.09 $37,539 - $50,731
387 Added 28.15%
1,762 $230,000
Q4 2023

Feb 14, 2024

BUY
$80.49 - $112.57 $110,673 - $154,783
1,375 New
1,375 $154,000

Others Institutions Holding DFS

About Discover Financial Services


  • Ticker DFS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 273,225,984
  • Market Cap $48.1B
  • Description
  • Discover Financial Services, through its subsidiaries, provides digital banking products and services, and payment services in the United States. It operates in two segments, Digital Banking and Payment Services. The Digital Banking segment offers Discover-branded credit cards to individuals; private student loans, personal loans, home loans, an...
More about DFS
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.