Hldgs shares owned by Icon Wealth Advisors
Historical chart of Icon Wealth Advisors investment in Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Hldgs held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Hldgs by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $299k | 2.7k | 111.86 |
| 2025-09-30 | $258k | 2.7k | 96.50 |
| 2025-06-30 | $213k | 2.7k | 79.63 |
| 2025-03-31 | $174k | 2.5k | 69.05 |
| 2024-12-31 | $174k | 1.8k | 97.10 |
| 2024-09-30 | $151k | 2.6k | 57.06 |
| 2024-03-31 | $127k | 2.7k | 47.88 |
| 2023-12-31 | $109k | 2.7k | 41.26 |
| 2022-09-30 | $102k | 3.1k | 32.41 |