Icon Wealth Advisors, LLC Spdr S&P Software & Services E Transaction History

Icon Wealth Advisors, LLC

$1.19 Billion
Q4 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Spdr S&P Software & Services E stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 604 shares of XSW stock, worth $114,971. This represents 0.01% of its overall portfolio holdings.

Number of Shares

604

Holding current value

$114,971

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$156.76 - $204.72 $94,683 - $123,650	604 New	604 $114,000

Others Institutions Holding XSW

# of Institutions

119

Shares Held

1.32M

Call Options Held

Put Options Held

2.4K

Bank Of America Corp Charlotte, NC

434K
Shares

$82.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

133K
Shares

$25.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

107K
Shares

$20.4 Million
0.0% of portfolio
Mc Guire Investment Group, LLC

65.9K
Shares

$12.5 Million
1.9% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

60.1K
Shares

$11.4 Million
0.24% of portfolio

View Full List

About SPDR S&P SOFTWARE & SERVICES E

Ticker XSW
Sector ETFs
Industry ETFs

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Icon Wealth Advisors, LLC Spdr S&P Software & Services E Transaction History