Gratus Wealth Advisors, LLC's ownership history for IBDT

Gratus Wealth Advisors, LLC currently holds 1.3M shares with a market value of $32.3M. It started holding IBDT on 2024-09-30. At its peak, it held 1.3M shares on 2025-09-30. Its highest holding value was $32.3M on 2025-09-30. At its lowest, it held 1.1M shares on 2024-09-30, with a value of $28.4M on 2024-09-30. In the recent 180 days, Gratus Wealth Advisors, LLC has increased its shares by 53.3K. In the recent year, Gratus Wealth Advisors, LLC has increased its shares by 138.9K.