Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ICON WEALTH PARTNERS LLC | 05-11-2023 | 03-31-2023 | 421 | 918,744,623 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | ETF | 251 | $410,050 | 6,619 | 0.00 | 0.06 | -1,506 | -18.54 | 03-31-2023 |
| VANGUARD TAX-EXEMPT BOND ETF | ETF | 252 | $409,687 | 8,087 | 0.00 | 8,087 | +Inf | 03-31-2023 | |
| CERTARA INC COM | Stock | 253 | $408,906 | 16,960 | 0.00 | 0.05 | -2,821 | -14.26 | 03-31-2023 |
| UNILEVER PLC SPON ADR NEW | ADR | 254 | $398,667 | 7,677 | 0.00 | 0.06 | -3,726 | -32.68 | 03-31-2023 |
