Occidental Asset Management, LLC's ownership history for IWD

Occidental Asset Management, LLC currently holds 4.0K shares with a market value of $822.3K. It started holding IWD on 2024-09-30. At its peak, it held 4.0K shares on 2025-06-30. Its highest holding value was $822.3K on 2025-09-30. At its lowest, it held 3.9K shares on 2024-09-30, with a value of $729.2K on 2024-12-31. In the recent 180 days, Occidental Asset Management, LLC has increased its shares by 100. In the recent year, Occidental Asset Management, LLC has increased its shares by 100.