Occidental Asset Management, LLC's ownership history for ITOT

Occidental Asset Management, LLC currently holds 2.1K shares with a market value of $311.1K. It started holding ITOT on 2024-09-30. At its peak, it held 2.3K shares on 2024-09-30. Its highest holding value was $311.1K on 2025-09-30. At its lowest, it held 2.1K shares on 2025-06-30, with a value of $262.6K on 2025-03-31. In the recent 180 days, Occidental Asset Management, LLC has decreased its shares by 16. In the recent year, Occidental Asset Management, LLC has decreased its shares by 184.