Icon Wealth Advisors’s DoubleVerify DV Stock Holding History

Icon Wealth Advisors’s Portfolio DV Stock Details DV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$102K	Buy
2024 Q3	–	Sell
2024 Q2	$177K	Sell
2024 Q1	$353K	Sell
2023 Q4	$401K	Buy