Independent Solutions Wealth Management, LLC's ownership history for SRE

Independent Solutions Wealth Management, LLC currently holds 24.7K shares with a market value of $2.4M. It started holding SRE on 2019-12-31. At its peak, it held 26.4K shares on 2025-09-30. Its highest holding value was $2.4M on 2026-03-31. At its lowest, it held 3.0K shares on 2021-03-31, with a value of $402.2K on 2021-03-31. In the recent 180 days, Independent Solutions Wealth Management, LLC has decreased its shares by 1.7K. In the recent year, Independent Solutions Wealth Management, LLC has decreased its shares by 937.