Orgel Wealth Management, LLC's ownership history for IUSB

Orgel Wealth Management, LLC currently holds 203.7K shares with a market value of $9.5M. It started holding IUSB on 2024-09-30. At its peak, it held 228.1K shares on 2024-09-30. Its highest holding value was $10.7M on 2024-09-30. At its lowest, it held 203.7K shares on 2025-12-31, with a value of $9.5M on 2025-06-30. In the recent 180 days, Orgel Wealth Management, LLC has decreased its shares by 792. In the recent year, Orgel Wealth Management, LLC has decreased its shares by 19.6K.