Icon Wealth Advisors, LLC's ownership history for SPY

Icon Wealth Advisors, LLC currently holds 26.1K shares with a market value of $17.4M. It started holding SPY on 2024-09-30. At its peak, it held 26.9K shares on 2025-06-30. Its highest holding value was $17.4M on 2025-09-30. At its lowest, it held 16.0K shares on 2024-09-30, with a value of $233.1K on 2024-09-30. In the recent 180 days, Icon Wealth Advisors, LLC has decreased its shares by 506. In the recent year, Icon Wealth Advisors, LLC has increased its shares by 10.2K.