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Icon shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in Icon

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Quarterly reported holdings in Icon by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $591k 2.1k 280.76
2024-06-30 $709k 2.3k 310.49

More positions owned by Diversify Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Diversify Wealth Management

Top funds holding Icon

WCM Investment Management
Massachusetts Financial Services
T. Rowe Price Associates
Investec Asset Management
Lazard Asset Management
Robeco Investment Management
Capital Research Global Investors
Invesco
ClearBridge Advisors
Franklin Resources
Alliancebernstein
Sustainable Growth Advisers
Victory Capital Management
Bank of America Corporation
William Blair Investment Management

View all funds holding Icon