Accretive Wealth Partners, LLC's ownership history for IBDW

Accretive Wealth Partners, LLC currently holds 13.9K shares with a market value of $290.8K. It started holding IBDW on 2025-06-30. At its peak, it held 13.9K shares on 2026-03-31. Its highest holding value was $290.8K on 2026-03-31. At its lowest, it held 9.6K shares on 2025-06-30, with a value of $202.7K on 2025-06-30. In the recent 180 days, Accretive Wealth Partners, LLC has increased its shares by 1.6K.