Number of Shares
10,287
Previous 12,650 18.68%
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
Q3 2024

Nov 14, 2024

BUY
N/A
2,190 Added 21.29%
12,477 $0
Q3 2024

Nov 12, 2024

SELL
N/A
-2,363 Reduced 18.68%
10,287 $0
Q2 2024

Aug 14, 2024

BUY
N/A
12,650 New
12,650 $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.