Icon Wealth Partners, LLC First Tr ETF Viii Tcw Opportun Transaction History

Icon Wealth Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 19, 2022	SELL	$49.18 - $52.9 $2.63 Million - $2.83 Million	-53,420 Closed	0 $0
Q4 2021 Jan 19, 2022	SELL	$52.94 - $53.71 $99,738 - $101,189	-1,884 Reduced 3.41%	53,420 $2.84 Million
Q3 2021 Nov 15, 2021	SELL	$53.5 - $54.31 $76,826 - $77,989	-1,436 Reduced 2.53%	55,304 $2.96 Million
Q2 2021 Jul 30, 2021	SELL	$52.93 - $53.72 $1.19 Million - $1.21 Million	-22,534 Reduced 28.43%	56,740 $3.04 Million
Q1 2021 Apr 26, 2021	BUY	$52.76 - $54.76 $4.18 Million - $4.34 Million	79,274 New	79,274 $4.19 Million

356

96.9M

Get notified when there are updates to the investment portfolio of Icon Wealth Partners, LLC, based on Form 13F filings with the SEC.

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