A detailed history of Icon Wealth Advisors, LLC transactions in Fiserv Inc stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 230 shares of FISV stock, worth $28,796. This represents 0.0% of its overall portfolio holdings.

Number of Shares
230
Previous 1,994 88.47%
Holding current value
$28,796
Previous $249,000 88.76%
% of portfolio
0.0%
Previous 0.02%

Shares

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

Nov 14, 2024

BUY
N/A
1,764 Added 766.96%
1,994 $249,000
Q3 2024

Nov 12, 2024

SELL
N/A
-1,764 Reduced 88.47%
230 $28,000
Q2 2024

Aug 14, 2024

BUY
N/A
225 Added 12.72%
1,994 $249,000
Q1 2024

May 15, 2024

BUY
N/A
530 Added 42.78%
1,769 $221,000
Q4 2023

Feb 14, 2024

BUY
N/A
1,239 New
1,239 $155,000

Others Institutions Holding FISV

About FISERV INC


  • Ticker FISV
  • Exchange NASDAQ
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 635,027,968
  • Market Cap $79.5B
  • Description
  • Fiserv, Inc., together with its subsidiaries, provides payment and financial services technology worldwide. The company operates through Acceptance, Fintech, and Payments segments. The Acceptance segment provides point-of-sale merchant acquiring and digital commerce services; mobile payment services; security and fraud protection products; Carat...
More about FISV
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.