NA
ICCT

NewEdge Advisors’s iCoreConnect ICCT Stock Holding History

NewEdge Advisors’s Portfolio ICCT Stock Details ICCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10
Closed -$22 – 4072
2025
Q1 		$22 Hold
10
– – ﹤0.01% 3890
2024
Q4 		$25 Hold
10
– – ﹤0.01% 3842
2024
Q3 		$70 Hold
10
– – ﹤0.01% 3734
2024
Q2 		$186 Hold
10
– – ﹤0.01% 3652
2024
Q1 		$244 Hold
10
– – ﹤0.01% 3656
2023
Q4 		$248 Hold
10
– – ﹤0.01% 3588
2023
Q3 		$796 Buy
+10
New +$1.12K ﹤0.01% 3200

Other funds holding ICCT

MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return