Hldgs shares owned by Icon Wealth Partners
Historical chart of Icon Wealth Partners investment in Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Hldgs held by Icon Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Hldgs by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $112k | 2.7k | 42.30 |
| 2023-06-30 | $173k | 3.1k | 54.87 |
| 2023-03-31 | $139k | 3.1k | 44.25 |
| 2022-03-31 | $239k | 5.1k | 46.43 |
| 2021-09-30 | $271k | 5.7k | 47.61 |
| 2021-06-30 | $311k | 5.9k | 52.34 |
| 2021-03-31 | $244k | 4.2k | 57.52 |