Icon Wealth Partners, LLC J P Morgan ETF Tr Betabuilders Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in J P Morgan ETF Tr Betabuilders stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 6,302 shares of BBCA stock, worth $415,049. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,302
Previous 6,820 7.6%
Holding current value
$415,049
Previous $417,000 12.23%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
SELL
$58.09 - $63.16 $30,090 - $32,716
-518 Reduced 7.6%
6,302 $366,000
Q2 2023

Aug 03, 2023
SELL
$58.03 - $62.03 $20,194 - $21,586
-348 Reduced 4.85%
6,820 $417,000
Q1 2023

May 11, 2023
BUY
$56.59 - $62.61 $405,637 - $448,788
7,168 New
7,168 $426,000
Q2 2022

Jul 19, 2022
SELL
N/A
-7,168 Closed
0 $0
Q3 2021

Nov 15, 2021
SELL
N/A
-949 Reduced 11.69%
7,168 $451,000
Q2 2021

Jul 30, 2021
BUY
N/A
8,117 New
8,117 $525,000

Others Institutions Holding BBCA

# of Institutions
175
Shares Held
88.2M
Call Options Held
1.5K
Put Options Held
200
View Full List

About J P MORGAN ETF TR BETABUILDERS

BBCA Quotes by TradingView
  • Ticker BBCA
  • Sector ETFs
  • Industry ETFs
More about BBCA
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.

Choose your preferred platform and Sign Up 👇 Telegram Email