Advisor OS, LLC's ownership history for SE


Advisor OS, LLC currently holds 1.2K shares with a market value of $219.5K. It started holding SE on 2024-09-30. At its peak, it held 3.6K shares on 2024-09-30. Its highest holding value was $343.7K on 2024-09-30. At its lowest, it held 1.2K shares on 2025-09-30, with a value of $204.9K on 2025-06-30. In the recent 180 days, Advisor OS, LLC has decreased its shares by 2.4K.


Advisor OS, LLC's ownership history for SE