Icon Wealth Advisors, LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History

Icon Wealth Advisors, LLC

$1.37 Billion
Q3 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Ft Exch Trd Fd Viii Cboe Vest stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 8,961 shares of XJUN stock, worth $379,498. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,961

Previous 9,243 3.05%

Holding current value

$379,498

Previous $379,000 0.26%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$41.01 - $42.23 $11,564 - $11,908	-282 Reduced 3.05%	8,961 $378,000
Q2 2025 Aug 14, 2025	SELL	$35.8 - $41.07 $153,940 - $176,601	-4,300 Reduced 31.75%	9,243 $379,000
Q1 2025 May 15, 2025	SELL	$38.02 - $39.4 $3,649 - $3,782	-96 Reduced 0.7%	13,543 $521,000
Q4 2024 Feb 14, 2025	SELL	$37.81 - $38.94 $264 - $272	-7 Reduced 0.05%	13,639 $526,000
Q3 2024 Nov 14, 2024	BUY	$35.91 - $38.04 $69,916 - $74,063	1,947 Added 16.64%	13,646 $519,000

Q3 2024 Nov 12, 2024	SELL	$35.91 - $38.04 $69,916 - $74,063	-1,947 Reduced 14.27%	11,699 $445,000
Q2 2024 Aug 14, 2024	SELL	$36.05 - $36.83 $27,470 - $28,064	-762 Reduced 5.29%	13,646 $502,000
Q1 2024 May 15, 2024	SELL	$34.91 - $36.23 $16,652 - $17,281	-477 Reduced 3.2%	14,408 $521,000
Q4 2023 Feb 14, 2024	BUY	$32.53 - $35.17 $484,209 - $523,505	14,885 New	14,885 $522,000

Others Institutions Holding XJUN

# of Institutions

Shares Held

2.54M

Call Options Held

Put Options Held

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About FT EXCH TRD FD VIII CBOE VEST

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Icon Wealth Advisors, LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History