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

Icon Wealth Advisors, LLC

  • $1.33 Billion
  • Q2 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 7,319 shares of BBAX stock, worth $418,134. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,319
Previous 7,170 2.08%
Holding current value
$418,134
Previous $348,000 14.37%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
124
Shares Held
91.4M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN BETABUILDERS DEVELO

BBAX Quotes by TradingView
  • Ticker BBAX
  • Sector ETFs
  • Industry ETFs
More about BBAX
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