Number of Shares
721
Previous 1,941 62.85%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2023

SELL
N/A
-1,220 Reduced 62.85%
721 $0
Q2 2023

Aug 03, 2023

SELL
N/A
-321 Reduced 14.19%
1,941 $0
Q1 2023

May 11, 2023

BUY
N/A
2,262 New
2,262 $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.