Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ICON WEALTH ADVISORS LLC | 02-14-2024 | 12-31-2023 | 431 | 960,510,448 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KINSALE CAP GROUP INC COM | Stock | 551 | $257,216 | 768 | 0.00 | 768 | +Inf | 12-31-2023 | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | Liquidated | $0 | 0 | 0.03 | 3,169 | +Inf | 12-31-2023 | |
| TWITTER INC | COM | Liquidated | $0 | 0 | 0.03 | 5,797 | +Inf | 12-31-2023 | |
| WELLS FARGO CO NEW | COM | Liquidated | $0 | 0 | 0.03 | 6,262 | +Inf | 12-31-2023 |
