Icon Wealth Advisors, LLC Purchases and Sells in Q1 2025

Icon Wealth Advisors, LLC

  • $1.18 Billion
  • Q1 2025

Top Buys

Incresed Positions

205 operations
Stock Shares change Price Range Shares Held Trade History
69K
+ 80.57%
$185.78 - $198.58 $12.8M - $13.7M
155K $29.5M
37.3K
+ 312.88%
N/A
49.2K $13.1M
87.3K
+ 214.2%
$97.25 - $104.79 $8.49M - $9.15M
128K $13.3M
143K
+ 118.68%
N/A
264K $14.1M
48.9K
+ 25.95%
$168.16 - $186.21 $8.22M - $9.11M
237K $40.6M
89.6K
+ 135.27%
$49.74 - $58.96 $4.46M - $5.28M
156K $9.19M
View all

New Holdings

35 operations
Stock Shares change Price Range Shares Held Trade History
41.7K
New
$28.21 - $32.68 $1.18M - $1.36M
41.7K $1.36M
30K
New
$34.54 - $56.38 $1.04M - $1.69M
30K $1.27M
9.03K
New
$106.31 - $123.73 $960K - $1.12M
9.03K $1.12M
13K
New
$69.82 - $78.67 $906K - $1.02M
13K $913K
49.8K
New
$11.63 - $13.3 $579K - $662K
49.8K $578K
20.4K
New
$24.15 - $29.9 $493K - $610K
20.4K $517K
View all

Top Sells

Reduced Positions

183 operations
Stock Shares change Price Range Shares Held Trade History
-130K
- 38.89%
$96.1 - $106.37 $12.4M - $13.8M
204K $20.4M
-10.9K
- 5.57%
$554.06 - $615.85 $6.03M - $6.7M
184K $104M
-6.22K
- 3.32%
$300.91 - $398.25 $1.87M - $2.48M
181K $56.4M
-11.6K
- 9.26%
$209.68 - $247.1 $2.44M - $2.88M
114K $25.3M
-61.5K
- 98.0%
$85.29 - $92.57 $5.24M - $5.69M
1.25K $113K
-39.6K
- 68.72%
$120.24 - $134.3 $4.76M - $5.32M
18K $2.2M
View all
Activity Summary
Buys All Purchases 240 New Holdings 35 Increased Positions 205 Sells All Sells 183 Reductions 183 Sold out 0 Options Calls 0 Puts 0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email