Icon Wealth Partners, LLC
- SEC CIK
- 0001718732
- Latest filing
- Nov 14, 2023
IQV holding history
IQVIA Holdings Inc. 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.
IQV overviewAll 13F holders of IQVFull Q3 2023 holdings
- Shares (Q3 2023)
- 1,042
- Value
- $205.0K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 1,042 | $205.0K | <0.1% | +45+4.5% | Added | Holders |
| Q2 2023 | 997 | $224.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 997 | $198.3K | <0.1% | – | No prior filing | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −738−100.0% | Sold out | Holders |
| Q4 2021 | 738 | $208.0K | <0.1% | +738 | New | Holders |