Icon Wealth Advisors, LLC's ownership history for QUAL


Icon Wealth Advisors, LLC currently holds 227.3K shares with a market value of $44.2M. It started holding QUAL on 2024-09-30. At its peak, it held 262.4K shares on 2025-06-30. Its highest holding value was $48.0M on 2025-06-30. At its lowest, it held 17.5K shares on 2024-09-30, with a value of $182.9K on 2024-09-30. In the recent 180 days, Icon Wealth Advisors, LLC has decreased its shares by 10.1K. In the recent year, Icon Wealth Advisors, LLC has increased its shares by 209.8K.


Icon Wealth Advisors, LLC's ownership history for QUAL