Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Jul 30, 2021

SELL
N/A
-4,411 Closed
0 $0
Q1 2021

Apr 26, 2021

BUY
N/A
954 Added 27.6%
4,411 $954,000
Q4 2020

Feb 08, 2021

BUY
N/A
744 Added 27.42%
3,457 $655,000
Q3 2020

Oct 22, 2020

BUY
N/A
2,713 New
2,713 $0
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.