Icon Wealth Partners, LLC Spdr Series Trust Spdr Nyse Te Transaction History

Icon Wealth Partners, LLC

$878 Million
Q3 2023

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 13, 2019	SELL	N/A	-300 Closed	0 $0
Q1 2019 May 09, 2019	BUY	N/A	300 New	300 $21,000
Q3 2018 Nov 14, 2018	SELL	N/A	-100 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	N/A	100 New	100 $9,000

Others Institutions Holding XNTK

# of Institutions

155

Shares Held

2.3M

Call Options Held

0

Put Options Held

0

Auto Owners Insurance CO Lansing, MI

1.19M
Shares

$251 Million
5.86% of portfolio
Morgan Stanley New York, NY

162K
Shares

$34.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

141K
Shares

$29.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

117K
Shares

$24.7 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

83K
Shares

$17.4 Million
0.01% of portfolio

About SPDR SERIES TRUST SPDR NYSE TE

Ticker XNTK
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