Icon Wealth Advisors, LLC's ownership history for SRE

Icon Wealth Advisors, LLC currently holds 24.6K shares with a market value of $2.2M. It started holding SRE on 2024-09-30. At its peak, it held 29.7K shares on 2025-03-31. Its highest holding value was $2.6M on 2024-12-31. At its lowest, it held 404 shares on 2024-09-30, with a value of $109.2K on 2024-09-30. In the recent 180 days, Icon Wealth Advisors, LLC has decreased its shares by 5.1K. In the recent year, Icon Wealth Advisors, LLC has increased its shares by 24.2K.