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Hldgs shares owned by Icon Wealth Advisors

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

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

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Quarterly reported holdings in Hldgs by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

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 Hldgs

Vanguard Group
PRIMECAP Management Company
Capital Research and Management Company - Division 3
BlackRock
BlackRock
Citadel Advisors
Susquehanna International
State Street Corporation
Sanders Capital
Geode Capital Management
Capital World Investors
Morgan Stanley
Invesco
Slate Path Capital
Dimensional Fund Advisors

View all funds holding Hldgs