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Total shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Total

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Total by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $163k 2.5k 64.62
2024-03-31 $284k 4.1k 68.83
2023-12-31 $317k 4.7k 67.38
2022-12-31 $384k 6.2k 62.08
2022-09-30 $322k 6.9k 46.53

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Microsoft Corp Stock (MSFT)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Apple Stock (AAPL)
Ishares National Muni Bond Etf Etf (MUB)
Amazon Stock (AMZN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Exxon Mobil Corp Stock (XOM)
Chevron Corp Stock (CVX)

View all positions for Icon Wealth Advisors

Top funds holding Total

Fisher Investments
Reed Conner & Birdwell
Morgan Stanley
Wells Fargo & Company
T. Rowe Price Associates
Capital Research and Management Company - Division 3
Franklin Resources
Bank of America Corporation
Royal Bank of Canada
Envestnet Asset Management
Federated Investors
Raymond James & Associates
Natixis Asset Management Advisors
Goldman Sachs Group
Equity Investment Corp Acquisition

View all funds holding Total