Advisor OS, LLC's ownership history for ITOT

Advisor OS, LLC currently holds 3.5K shares with a market value of $510.2K. It started holding ITOT on 2024-09-30. At its peak, it held 3.5K shares on 2025-09-30. Its highest holding value was $510.2K on 2025-09-30. At its lowest, it held 2.6K shares on 2024-09-30, with a value of $331.5K on 2024-09-30. In the recent 180 days, Advisor OS, LLC has increased its shares by 443. In the recent year, Advisor OS, LLC has increased its shares by 864.