Icon Wealth Advisors, LLC RB GLOBAL INC COM Transaction History

Icon Wealth Advisors, LLC

  • $1.33 Billion
  • Q2 2025
Number of Shares
1,735
Previous 2,428 28.54%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-693 Reduced 28.54%
1,735 $0
Q1 2025

May 15, 2025
SELL
N/A
-2,257 Reduced 48.18%
2,428 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-307 Reduced 6.15%
4,685 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-2,269 Reduced 31.25%
4,992 $0
Q3 2024

Nov 12, 2024
SELL
N/A
-309 Reduced 4.08%
7,261 $0
Q2 2024

Aug 14, 2024
SELL
N/A
-1,821 Reduced 19.39%
7,570 $0
Q1 2024

May 15, 2024
SELL
N/A
-1,080 Reduced 10.31%
9,391 $0
Q4 2023

Feb 14, 2024
BUY
N/A
10,471 New
10,471 $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.

Choose your preferred platform and Sign Up 👇 Telegram Email