Icon Wealth Advisors, LLC Options Holdings
Icon Wealth Advisors, LLC
- $1.17 Billion
- Q2 2024
Options Holdings Table
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 432
- Current Value $1.17 Billion
- Prior Value $1.07 Billion
- Filing
- Period Q2 2024
- Filing Date August 14, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 48 stocks
- Additional Purchases 171 stocks
- Sold out of 0 stocks
- Reduced holdings in 184 stocks