Accretive Wealth Partners, LLC's ownership history for IBMO

Accretive Wealth Partners, LLC currently holds 10.4K shares with a market value of $266.1K. It started holding IBMO on 2025-06-30. At its peak, it held 10.4K shares on 2026-03-31. Its highest holding value was $266.1K on 2026-03-31. At its lowest, it held 8.2K shares on 2025-06-30, with a value of $210.0K on 2025-06-30. In the recent 180 days, Accretive Wealth Partners, LLC has increased its shares by 2.2K.