Icon Wealth Advisors, LLC New Holdings in Q3 2024

Icon Wealth Advisors, LLC

  • $3.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
1.36K
New
$40.84 - $45.74 $55.3K - $62K
1.36K $61K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
4.34K
New
$11.72 - $12.38 $50.9K - $53.8K
4.34K $53K
ARES
Ares Management Corp

Financial Services
337
New
$133.73 - $158.05 $45.1K - $53.3K
337 $52K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.04K
New
$42.59 - $60.56 $44.5K - $63.2K
1.04K $52K
SE
Sea LTD

Consumer Cyclical
498
New
$59.94 - $94.83 $29.9K - $47.2K
498 $46K
ALKT
Alkami Technology, Inc.

Technology
1.02K
New
$28.87 - $34.1 $29.5K - $34.9K
1.02K $32K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
2.14K
New
$14.34 - $15.17 $30.6K - $32.4K
2.14K $32K
TCBI
Texas Capital Bancshares Inc

Financial Services
438
New
$57.92 - $73.9 $25.4K - $32.4K
438 $31K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
826
New
$32.65 - $36.69 $27K - $30.3K
826 $30K
KAI
Kadant Inc

Industrials
83
New
$290.3 - $356.64 $24.1K - $29.6K
83 $28K
BKR
Baker Hughes CO

Energy
632
New
$32.92 - $38.72 $20.8K - $24.5K
632 $22K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
1.38K
New
$11.13 - $12.0 $15.4K - $16.6K
1.38K $16K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
370
New
$36.06 - $37.66 $13.3K - $13.9K
370 $13K
Lam Research Corp Com New
7.94K
New
N/A
7.94K $0
Tko Group Holdings Inc Cl A
1.01K
New
N/A
1.01K $0
Te Connectivity PLC Ord Shs
4.99K
New
N/A
4.99K $0
Blackrock Inc Com
3.61K
New
N/A
3.61K $0
Smurfit Westrock PLC Shs
12.2K
New
N/A
12.2K $0
Brookfield Asset Managmt LTD Cl A Lmt Vtg Shs
2.49K
New
N/A
2.49K $0
Activity Summary
Buys All Purchases 265 New Holdings 70 Increased Positions 195 Sells All Sells 214 Reductions 214 Sold out 0 Options Calls 0 Puts 0
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