Icon Wealth Advisors, LLC's ownership history for BAC

Icon Wealth Advisors, LLC currently holds 146.3K shares with a market value of $7.5M. It started holding BAC on 2024-09-30. At its peak, it held 150.7K shares on 2024-12-31. Its highest holding value was $7.5M on 2025-09-30. At its lowest, it held 102 shares on 2024-09-30, with a value of $134.3K on 2024-09-30. In the recent 180 days, Icon Wealth Advisors, LLC has decreased its shares by 2.1K. In the recent year, Icon Wealth Advisors, LLC has increased its shares by 146.2K.