KWB Wealth's ownership history for TOTL

KWB Wealth currently holds 322.4K shares with a market value of $12.9M. It started holding TOTL on 2024-12-31. At its peak, it held 348.1K shares on 2025-06-30. Its highest holding value was $14.0M on 2025-06-30. At its lowest, it held 116.8K shares on 2024-12-31, with a value of $4.8M on 2024-12-31. In the recent 180 days, KWB Wealth has increased its shares by 61.5K.