Icon Wealth Partners, LLC ETFs

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$547,000 0.06% of portfolio
10,897
Q2 2023 Added 5.6%
$0
$496,000 0.06% of portfolio
14,992
Q3 2023 Reduced 1.83%
$0
$479,000 0.05% of portfolio
8,091
Q3 2023 Reduced 1.43%
$0
$469,000 0.05% of portfolio
3,022
Q4 2021 Added 4.31%
$0
$468,000 0.05% of portfolio
5,110
Q3 2023 Reduced 2.78%
$0
$463,000 0.05% of portfolio
13,064
Q1 2023 New
$0
$428,000 0.05% of portfolio
7,440
Q3 2023 Reduced 3.44%
$0
$423,000 0.05% of portfolio
8,660
Q2 2023 Added 12.69%
$0
$407,000 0.05% of portfolio
6,790
Q3 2023 Added 3.29%
$0
$390,000 0.04% of portfolio
8,922
Q3 2023 Added 37.86%
$0
$387,000 0.04% of portfolio
5,254
Q1 2023 New
$0
$384,000 0.04% of portfolio
4,208
Q3 2023 Reduced 0.61%
$0
$366,000 0.04% of portfolio
6,302
Q3 2023 Reduced 7.6%
$0
$361,000 0.04% of portfolio
4,944
Q2 2023 Reduced 23.28%
$0
$345,000 0.04% of portfolio
3,314
Q1 2023 Added 0.09%
$0
$341,000 0.04% of portfolio
4,438
Q1 2023 Added 100.0%
$0
$331,000 0.04% of portfolio
6,526
Q3 2023 Reduced 37.9%
$0
$328,000 0.04% of portfolio
7,296
Q1 2023 New
$0
$323,000 0.04% of portfolio
2,513
Q3 2023 Reduced 5.1%
$0
$309,000 0.04% of portfolio
7,075
Q1 2023 Reduced 1.12%
$0
$306,000 0.03% of portfolio
5,914
Q1 2023 Reduced 52.24%
$0
$294,000 0.03% of portfolio
8,868
Q3 2023 Reduced 5.26%
$0
$294,000 0.03% of portfolio
3,915
Q4 2021 Reduced 5.16%
$0
$291,000 0.03% of portfolio
3,600
Q2 2020 New
$0
$282,000 0.03% of portfolio
1,245
Q3 2023 Added 13.7%
$0
$281,000 0.03% of portfolio
2,816
Q1 2019 Reduced 27.4%
$0
$250,000 0.03% of portfolio
1,556
Q3 2023 Reduced 5.12%
$0
$244,000 0.03% of portfolio
4,914
Q3 2023 Reduced 2.79%
$0
$244,000 0.03% of portfolio
1,806
Q3 2023 Reduced 0.28%
$0
$239,000 0.03% of portfolio
3,169
Q1 2021 Reduced 7.31%
$0
$228,000 0.03% of portfolio
3,323
Q3 2023 Added 9.2%
$0
$208,000 0.02% of portfolio
2,016
Q3 2023 Reduced 7.31%
$0
$206,000 0.02% of portfolio
5,000
Q1 2023 New
$0
$204,000 0.02% of portfolio
3,114
Q3 2023 Reduced 5.29%
$0
$193,000 0.02% of portfolio
3,891
Q3 2023 Reduced 0.23%
$0
$189,000 0.02% of portfolio
3,362
Q1 2023 New
$0
$189,000 0.02% of portfolio
400
Q1 2023 New
$0
$188,000 0.02% of portfolio
1,346
Q3 2023 Reduced 4.2%
$0
$179,000 0.02% of portfolio
5,944
Q3 2023 Reduced 4.96%
$0
$165,000 0.02% of portfolio
3,495
Q3 2023 Reduced 12.84%
$0
$158,000 0.02% of portfolio
3,289
Q3 2023 Added 0.86%
$0
$157,000 0.02% of portfolio
3,390
Q1 2023 New
$0
$157,000 0.02% of portfolio
784
Q3 2023 New
$0
$146,000 0.02% of portfolio
3,481
Q3 2023 Added 1.87%
$0
$146,000 0.02% of portfolio
1,618
Q3 2023 Reduced 3.98%
$0
$129,000 0.01% of portfolio
1,427
Q3 2023 Reduced 1.18%
$0
$128,000 0.01% of portfolio
1,366
Q3 2023 Reduced 59.0%
$0
$117,000 0.01% of portfolio
4,030
Q2 2023 Reduced 0.35%
$0
$113,000 0.01% of portfolio
999
Q1 2023 New
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