Icon Wealth Advisors, LLC's ownership history for OEF

Icon Wealth Advisors, LLC currently holds 5.1K shares with a market value of $1.8M. It started holding OEF on 2024-09-30. At its peak, it held 116.2K shares on 2025-12-31. Its highest holding value was $39.9M on 2025-12-31. At its lowest, it held 5.1K shares on 2026-03-31, with a value of $1.8M on 2024-09-30. In the recent 180 days, Icon Wealth Advisors, LLC has decreased its shares by 107.6K. In the recent year, Icon Wealth Advisors, LLC has decreased its shares by 44.1K.