KWB Wealth's ownership history for CGDV

KWB Wealth currently holds 501.6K shares with a market value of $21.9M. It started holding CGDV on 2024-12-31. At its peak, it held 501.6K shares on 2025-12-31. Its highest holding value was $21.9M on 2025-12-31. At its lowest, it held 26.0K shares on 2024-12-31, with a value of $946.3K on 2024-12-31. In the recent 180 days, KWB Wealth has increased its shares by 301.6K. In the recent year, KWB Wealth has increased its shares by 475.6K.