KWB Wealth's ownership history for QUAL


KWB Wealth currently holds 84.7K shares with a market value of $16.8M. It started holding QUAL on 2025-06-30. At its peak, it held 148.2K shares on 2025-09-30. Its highest holding value was $27.1M on 2025-09-30. At its lowest, it held 84.7K shares on 2025-12-31, with a value of $16.8M on 2025-12-31. In the recent 180 days, KWB Wealth has decreased its shares by 52.1K.


KWB Wealth's ownership history for QUAL