A detailed history of Icon Wealth Partners, LLC transactions in J P Morgan Betabuilders Develo stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 7,296 shares of BBAX stock, worth $353,637. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,296
Previous 7,296 -0.0%
Holding current value
$353,637
Previous $348,000 5.75%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023

BUY
$47.47 - $54.2 $346,341 - $395,443
7,296 New
7,296 $358,000
Q2 2022

Jul 19, 2022

SELL
$46.74 - $56.58 $302,968 - $366,751
-6,482 Closed
0 $0
Q3 2021

Nov 15, 2021

SELL
$53.91 - $59.11 $57,144 - $62,656
-1,060 Reduced 14.05%
6,482 $351,000
Q2 2021

Jul 30, 2021

BUY
$57.42 - $60.72 $433,061 - $457,950
7,542 New
7,542 $441,000

Others Institutions Holding BBAX

About J P MORGAN BETABUILDERS DEVELO


  • Ticker BBAX
  • Sector ETFs
  • Industry ETFs
More about BBAX
Track This Portfolio

Track Icon Wealth Partners, LLC Portfolio

Follow Icon Wealth Partners, 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 Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Partners, LLC with notifications on news.