Icon Wealth Advisors, LLC's ownership history for WSO

Icon Wealth Advisors, LLC currently holds 357 shares with a market value of $144.3K. It started holding WSO on 2024-09-30. At its peak, it held 1.4K shares on 2024-09-30. Its highest holding value was $404.8K on 2024-09-30. At its lowest, it held 357 shares on 2025-09-30, with a value of $144.3K on 2025-09-30. In the recent 180 days, Icon Wealth Advisors, LLC has decreased its shares by 117. In the recent year, Icon Wealth Advisors, LLC has decreased its shares by 1.1K.