Icon Wealth Partners, LLC

SEC CIK: 0001718732
Latest filing: Nov 14, 2023

SEC filings (opens in a new tab)

BMO holding history

Bank of Montreal in every 13F filed by Icon Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BMO overview All 13F holders of BMO Full Q3 2023 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of BMO by Icon Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−1,144−100.0%	Sold out	Holders
Q2 2023	1,144	$103.3K	<0.1%	00.0%	Unchanged	Holders
Q1 2023	1,144	$101.9K	<0.1%	–	No prior filing	Holders