Icon Wealth Advisors, LLC RUBRIK INC. CL A Transaction History

Icon Wealth Advisors, LLC

  • $1.37 Billion
  • Q3 2025
Number of Shares
1,243
Previous 1,231 0.97%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
N/A
12 Added 0.97%
1,243 $0
Q2 2025

Aug 14, 2025
BUY
N/A
1,231 New
1,231 $0
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