Number of Shares
180,828.00
Current Holdings Value*
$56.43 Mil
% of Portfolio
4.64%
Total Estimate Gain
$1.60 Mil
% of Total Estimate Gain
2.38%

Icon Wealth Advisors, LLC's Accenture PLC Holding Summary

As of 2025-03-31, Icon Wealth Advisors, LLC held 180,828.00 shares of Accenture PLC(ACN), totaling $56.43 Mil. This investment constitutes 4.64% of their stock portfolio, and Icon Wealth Advisors, LLC now holds 0.03% of the outstanding Accenture PLC(ACN) stock.

The initial trade took place in 2022Q3. And since then Icon Wealth Advisors, LLC has made 2 purchases of ACN, at an average price of $290.23, for a total of 231,946.00 shares. In addition, there have been 5 sales at an average price of $336.35 for 51,118.00 shares. Based on historical transaction data and ACN's current price of $286.04, Icon Wealth Advisors, LLC's estimated gain on his ACN holdings is $1.60 Mil, reflecting a 2.38% gain to date.

Icon Wealth Advisors, LLC ACN ($286.04) Holding Chart

Icon Wealth Advisors, LLC ACN ($286.04) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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