Icon Wealth Advisors, LLC BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS Transaction History

Icon Wealth Advisors, LLC

  • $1.18 Billion
  • Q1 2025
Number of Shares
3,670
Previous 2,128 72.46%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
N/A
1,542 Added 72.46%
3,670 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-361 Reduced 14.5%
2,128 $0
Q3 2024

Nov 12, 2024
BUY
N/A
2,489 New
2,489 $0
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