Icon Wealth Partners, LLC First Tr ETF Indxx Innovation Transaction History

Icon Wealth Partners, LLC

$878 Million
Q3 2023

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 13, 2019	SELL	N/A	-175 Closed	0 $0
Q1 2019 May 09, 2019	BUY	N/A	175 New	175 $5,000
Q3 2018 Nov 14, 2018	SELL	N/A	-175 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	N/A	175 New	175 $5,000

Others Institutions Holding LEGR

# of Institutions

62

Shares Held

845K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

104K
Shares

$4.9 Million
0.0% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

96.1K
Shares

$4.54 Million
0.01% of portfolio
Alpha Omega Group, Inc.

92.6K
Shares

$4.37 Million
6.16% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

52.9K
Shares

$2.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

42.1K
Shares

$1.99 Million
0.0% of portfolio

About FIRST TR ETF INDXX INNOVATION

Ticker LEGR
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