Icon Wealth Advisors, LLC
Holdings in MSDL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $278,396 | 16,893 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $264,065 | 16,422 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $299,632 | 16,006 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $311,455 | 15,604 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $208,955 | 10,114 | Shares | Sole | 2025-02-14 |
| 2024-06-30 | $108,572 | 4,969 | Shares | Sole | 2024-08-14 |