Icon Wealth Advisors, LLC MORGAN STANLEY DIRECT LENDING COM SHS Transaction History

Icon Wealth Advisors, LLC

  • $1.37 Billion
  • Q3 2025
Number of Shares
16,422
Previous 16,006 2.6%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
N/A
416 Added 2.6%
16,422 $0
Q2 2025

Aug 14, 2025
BUY
N/A
402 Added 2.58%
16,006 $0
Q1 2025

May 15, 2025
BUY
N/A
5,490 Added 54.28%
15,604 $0
Q4 2024

Feb 14, 2025
BUY
N/A
10,114 New
10,114 $0
Q2 2024

Aug 14, 2024
BUY
N/A
4,969 New
4,969 $0
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