Icon Wealth Advisors, LLC Workiva Inc Transaction History
Icon Wealth Advisors, LLC
- $1.18 Billion
- Q1 2025
A detailed history of Icon Wealth Advisors, LLC transactions in Workiva Inc stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,434 shares of WK stock, worth $105,485. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,434
Previous 2,906
50.65%
Holding current value
$105,485
Previous $318,000
66.04%
% of portfolio
0.01%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding WK
# of Institutions
349Shares Held
43.6MCall Options Held
20.7KPut Options Held
102K-
Vanguard Group Inc Valley Forge, PA5.94MShares$437 Million0.01% of portfolio
-
Black Rock Inc. New York, NY4.24MShares$312 Million0.01% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD2.83MShares$209 Million0.14% of portfolio
-
Macquarie Group LTD Australia, C31.49MShares$110 Million0.14% of portfolio
-
Riverbridge Partners LLC1.38MShares$101 Million1.57% of portfolio
About WORKIVA INC
- Ticker WK
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 48,456,200
- Market Cap $3.56B
- Description
- Workiva Inc., together with its subsidiaries, provides cloud-based compliance and regulatory reporting solutions worldwide. The company offers Workiva platform that offers controlled collaboration, data linking, data integrations, granular permissions, process management, and full audit trail services; and provides tools that enables customers t...