Icon Wealth Advisors, LLC J P Morgan ETF Tr Betabuilders Transaction History

Icon Wealth Advisors, LLC

  • $1.19 Billion
  • Q4 2024

A detailed history of Icon Wealth Advisors, LLC transactions in J P Morgan ETF Tr Betabuilders stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 5,709 shares of BBCA stock, worth $422,979. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,709
Previous 5,709 -0.0%
Holding current value
$422,979
Previous $412,000 2.43%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$64.0 - $72.54 $711,424 - $806,354
-11,116 Reduced 66.07%
5,709 $412,000
Q3 2024

Nov 12, 2024
BUY
$64.0 - $72.54 $1.08 Million - $1.22 Million
16,825 New
16,825 $1.22 Million
Q4 2023

Feb 14, 2024
SELL
$54.74 - $64.43 $47,404 - $55,796
-866 Reduced 12.08%
6,302 $404,000
Q3 2022

Jan 25, 2023
BUY
$53.44 - $63.27 $383,057 - $453,519
7,168 New
7,168 $383,000

Others Institutions Holding BBCA

# of Institutions
217
Shares Held
84.6M
Call Options Held
10.4K
Put Options Held
0
View Full List

About J P MORGAN ETF TR BETABUILDERS

BBCA Quotes by TradingView
  • Ticker BBCA
  • Sector ETFs
  • Industry ETFs
More about BBCA
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, 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 Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email