Cm Wealth Advisors »

Icon shares owned by Cm Wealth Advisors

Quarter-by-quarter ownership of Icon (ICLR) shares owned by Cm Wealth Advisors from 13F filings

Historical chart of Cm Wealth Advisors investment in Icon

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All positions including Icon held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Icon by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $233k 925 252.14
2023-03-31 $2.0M 10k 200.92

More positions owned by Cm Wealth Advisors

Ishares Tr S&p 100 Etf (OEF)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Lincoln Electric Holdings (LECO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Val Etf (IWN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Cm Wealth Advisors

Top funds holding Icon

Artisan Partners Limited Partnership
Wellington Management Company
Orbis Allan Gray
Invesco
Principal Financial Group
Investec Asset Management
Franklin Resources
Massachusetts Financial Services
Harris Associates L.P
FMR
Ruane, Cunniff & Goldfarb
D. E. Shaw & Co
Alliancebernstein
Wgi Dm
Goodman & Company, Investment Counsel

View all funds holding Icon