Icon Wealth Advisors, LLC's ownership history for XLF

Icon Wealth Advisors, LLC currently holds 17.0K shares with a market value of $917.4K. It started holding XLF on 2024-09-30. At its peak, it held 17.0K shares on 2025-06-30. Its highest holding value was $917.4K on 2025-09-30. At its lowest, it held 1.4K shares on 2024-09-30, with a value of $336.9K on 2024-09-30. In the recent 180 days, Icon Wealth Advisors, LLC has increased its shares by 6.1K. In the recent year, Icon Wealth Advisors, LLC has increased its shares by 15.7K.