Forza Wealth Management »

Icon shares owned by Forza Wealth Management

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

Historical chart of Forza Wealth Management investment in Icon

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Quarterly reported holdings in Icon by Forza Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $216k 751 287.31
2024-06-30 $235k 751 313.47
2024-03-31 $252k 751 335.95
2023-12-31 $213k 751 283.07

More positions owned by Forza Wealth Management

Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Microsoft Corporation (MSFT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
JPMorgan Chase & Co. (JPM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Cisco Systems (CSCO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Forza Wealth Management

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