Icon Wealth Advisors, LLC
Q3 2024 13F Holdings
Location
Houston, TX
Holdings as of
9/30/2024
Value ($000)
$1,201,354
Num holdings
479
Date filed
11/12/2024
Form type
13F-HR
Prev filing
8/14/2024
Next filing
SEC
View on sec.gov
This filing has been restated,
see here
for the amended filing
Compare Q3 2024 to
2024 Q3 - RESTATEMENT
2024 Q2
2024 Q1
2023 Q4
2022 Q4
2022 Q3
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type