Icon Wealth Partners, LLC First Tr Multi Cap Growth Alph Transaction History

Icon Wealth Partners, LLC

$878 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 13, 2019	SELL	$69.42 - $75.4 $485 - $527	-7 Closed	0 $0
Q1 2019 May 09, 2019	BUY	$59.21 - $72.29 $414 - $506	7 New	7 $1,000

Others Institutions Holding FAD

# of Institutions

62

Shares Held

862K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

97.1K
Shares

$13.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

83.1K
Shares

$11.4 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

82.6K
Shares

$11.3 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

64K
Shares

$8.79 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

54.9K
Shares

$7.55 Million
0.0% of portfolio

About FIRST TR MULTI CAP GROWTH ALPH

Ticker FAD
Sector ETFs
Industry ETFs

Track This Portfolio

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.