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 |
|---|---|---|---|---|---|---|---|---|---|
| TORTOISE NORTH AMERICAN PIPELINE FUND | ETF | 51 | $4,513,733 | 185,598 | 0.00 | 0.53 | 1,684 | 0.92 | 03-31-2023 |
| NEXTERA ENERGY INC COM | Stock | 52 | $4,420,220 | 57,346 | 0.00 | 0.61 | -8,359 | -12.72 | 03-31-2023 |
| TRUIST FINL CORP COM | Stock | 53 | $4,339,393 | 127,255 | 0.00 | 0.64 | 13,958 | 12.32 | 03-31-2023 |
| AUTODESK INC COM | Stock | 54 | $4,273,733 | 20,531 | 0.00 | 0.45 | -1,404 | -6.40 | 03-31-2023 |
