Icon Wealth Advisors, LLC's ownership history for XLE

Icon Wealth Advisors, LLC currently holds 2.6K shares with a market value of $229.0K. It started holding XLE on 2024-09-30. At its peak, it held 4.4K shares on 2024-12-31. Its highest holding value was $378.9K on 2024-12-31. At its lowest, it held 1.3K shares on 2024-09-30, with a value of $199.4K on 2024-09-30. In the recent 180 days, Icon Wealth Advisors, LLC has decreased its shares by 500. In the recent year, Icon Wealth Advisors, LLC has increased its shares by 1.2K.