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Icahn Enterprises shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of Icahn Enterprises (IEP) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in Icahn Enterprises

Tip: Access up to 7 years of quarterly data

All positions including Icahn Enterprises held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Icahn Enterprises by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $86k 5.0k 17.19

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Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Schwab Strategic Tr Us Tips Etf (SCHP)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Russell 2000 Etf (IWM)
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Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Icahn Enterprises

Carl C. Icahn, Individual
Citadel Advisors
Bnp Paribas Arbitrage, Snc
Jane Street
Mirae Asset Global Investments
Wolverine Trading
Jump Financial
Advisor Group Holdings
Raymond James Financial Services Advisors
Commonwealth Equity Services
Fishman Jay A
Creative Planning
Goldman Sachs Group
Wells Fargo & Company
Fort Point Capital Partners

View all funds holding Icahn Enterprises