Advisor OS, LLC's ownership history for SRE

Advisor OS, LLC currently holds 9.7K shares with a market value of $871.1K. It started holding SRE on 2024-09-30. At its peak, it held 10.1K shares on 2024-12-31. Its highest holding value was $881.8K on 2024-12-31. At its lowest, it held 6.1K shares on 2024-09-30, with a value of $513.0K on 2024-09-30. In the recent 180 days, Advisor OS, LLC has increased its shares by 370. In the recent year, Advisor OS, LLC has increased its shares by 3.5K.