Icon Wealth Advisors, LLC's ownership history for WFC

Icon Wealth Advisors, LLC currently holds 8.0K shares with a market value of $671.9K. It started holding WFC on 2024-09-30. At its peak, it held 8.0K shares on 2025-09-30. Its highest holding value was $1.8M on 2024-09-30. At its lowest, it held 3.8K shares on 2024-09-30, with a value of $535.8K on 2024-12-31. In the recent 180 days, Icon Wealth Advisors, LLC has increased its shares by 38. In the recent year, Icon Wealth Advisors, LLC has increased its shares by 4.2K.