Icon Wealth Partners, LLC First Tr Large Cap Core Alphde Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 3,600 shares of FEX stock, worth $379,080. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,600
Previous 3,600 -0.0%
Holding current value
$379,080
Previous $302,000 3.64%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Jul 14, 2020
BUY
$45.01 - $64.77 $162,036 - $233,172
3,600 New
3,600 $214,000
Q1 2020

Apr 17, 2020
SELL
$40.79 - $67.43 $146,844 - $242,748
-3,600 Closed
0 $0
Q4 2017

Feb 13, 2018
BUY
$55.16 - $58.97 $198,576 - $212,292
3,600
3,600 $211,000

Others Institutions Holding FEX

# of Institutions
222
Shares Held
7.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP CORE ALPHDE

FEX Quotes by TradingView
  • Ticker FEX
  • Sector ETFs
  • Industry ETFs
More about FEX
Track This Portfolio

Track Icon Wealth Partners, LLC Portfolio

Follow Icon Wealth Partners, 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 Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email