Icon Wealth Advisors, LLC J P Morgan Betabuilders Develo Transaction History

Icon Wealth Advisors, LLC

  • $1.37 Billion
  • Q3 2025

A detailed history of Icon Wealth Advisors, LLC transactions in J P Morgan Betabuilders Develo stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 7,360 shares of BBAX stock, worth $411,424. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,360
Previous 7,319 0.56%
Holding current value
$411,424
Previous $398,000 4.02%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$53.96 - $58.06 $2,212 - $2,380
41 Added 0.56%
7,360 $414,000
Q2 2025

Aug 14, 2025
BUY
$42.69 - $54.65 $6,360 - $8,142
149 Added 2.08%
7,319 $398,000
Q4 2024

Feb 14, 2025
SELL
$48.75 - $54.36 $5,752 - $6,414
-118 Reduced 1.62%
7,170 $349,000
Q3 2024

Nov 14, 2024
BUY
$46.61 - $54.03 $280,965 - $325,692
6,028 Added 478.41%
7,288 $393,000
Q3 2024

Nov 12, 2024
BUY
$46.61 - $54.03 $58,728 - $68,077
1,260 New
1,260 $68,000
Q4 2023

Feb 14, 2024
BUY
$43.33 - $49.68 $43,633 - $50,027
1,007 Added 15.54%
7,489 $370,000
Q3 2022

Jan 25, 2023
BUY
$42.32 - $50.51 $274,318 - $327,405
6,482 New
6,482 $274,000

Others Institutions Holding BBAX

# of Institutions
119
Shares Held
92.6M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN BETABUILDERS DEVELO

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