Icon Wealth Advisors, LLC's ownership history for CLOA

Icon Wealth Advisors, LLC currently holds 8.7K shares with a market value of $451.0K. It started holding CLOA on 2024-09-30. At its peak, it held 12.1K shares on 2024-12-31. Its highest holding value was $666.0K on 2024-09-30. At its lowest, it held 5.2K shares on 2025-03-31, with a value of $270.3K on 2025-03-31. In the recent 180 days, Icon Wealth Advisors, LLC has increased its shares by 3.5K. In the recent year, Icon Wealth Advisors, LLC has decreased its shares by 1.6K.