Icon Wealth Advisors, LLC FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE Transaction History

Icon Wealth Advisors, LLC

  • $1.37 Billion
  • Q3 2025
Number of Shares
21,953
Previous 22,202 1.12%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
N/A
-249 Reduced 1.12%
21,953 $0
Q2 2025

Aug 14, 2025
SELL
N/A
-8,886 Reduced 28.58%
22,202 $0
Q1 2025

May 15, 2025
SELL
N/A
-407 Reduced 1.29%
31,088 $0
Q3 2024

Nov 14, 2024
BUY
N/A
27,811 Added 754.91%
31,495 $0
Q3 2024

Nov 12, 2024
SELL
N/A
-27,811 Reduced 88.3%
3,684 $0
Q2 2024

Aug 14, 2024
BUY
N/A
16,464 Added 109.53%
31,495 $0
Q1 2024

May 15, 2024
SELL
N/A
-501 Reduced 3.23%
15,031 $0
Q4 2023

Feb 14, 2024
BUY
N/A
15,532 New
15,532 $0
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