Gratus Wealth Advisors, LLC's ownership history for IBDR

Gratus Wealth Advisors, LLC currently holds 1.4M shares with a market value of $33.2M. It started holding IBDR on 2024-09-30. At its peak, it held 1.4M shares on 2025-09-30. Its highest holding value was $33.2M on 2025-09-30. At its lowest, it held 1.2M shares on 2024-09-30, with a value of $29.7M on 2024-09-30. In the recent 180 days, Gratus Wealth Advisors, LLC has increased its shares by 68.7K. In the recent year, Gratus Wealth Advisors, LLC has increased its shares by 134.9K.