Icon Wealth Partners, LLC
- SEC CIK
- 0001718732
- Latest filing
- Nov 14, 2023
NAD holding history
Nuveen Quality Municipal Income Fund 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.
NAD overviewAll 13F holders of NADFull Q3 2023 holdings
- Shares (Q2 2022)
- 0
- Sold out in Q2 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2022 | 0 | $0 | 0.0% | −14,132−100.0% | Sold out | Holders |
| Q1 2022 | 14,132 | $189.0K | <0.1% | +62+0.4% | Added | Holders |
| Q4 2021 | 14,070 | $227.0K | <0.1% | +112+0.8% | Added | Holders |
| Q3 2021 | 13,958 | $218.0K | <0.1% | +2,554+22.4% | Added | Holders |
| Q2 2021 | 11,404 | $183.0K | <0.1% | +11,404 | New | Holders |