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

Icon Wealth Advisors, LLC

$1.19 Billion
Q4 2024

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 13,639 shares of XJUN stock, worth $514,053. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,639

Previous 13,646 0.05%

Holding current value

$514,053

Previous $519,000 1.35%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2.93M

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