Icon Wealth Advisors, LLC's ownership history for SDVY

Icon Wealth Advisors, LLC currently holds 3.8K shares with a market value of $143.5K. It started holding SDVY on 2024-09-30. At its peak, it held 4.3K shares on 2024-12-31. Its highest holding value was $763.6K on 2024-09-30. At its lowest, it held 826 shares on 2024-09-30, with a value of $140.3K on 2025-03-31. In the recent 180 days, Icon Wealth Advisors, LLC has decreased its shares by 412. In the recent year, Icon Wealth Advisors, LLC has increased its shares by 2.9K.