Orgel Wealth Management, LLC's ownership history for IWD

Orgel Wealth Management, LLC currently holds 3.0K shares with a market value of $642.1K. It started holding IWD on 2024-09-30. At its peak, it held 3.0K shares on 2026-03-31. Its highest holding value was $642.1K on 2026-03-31. At its lowest, it held 2.4K shares on 2024-09-30, with a value of $451.7K on 2024-12-31. In the recent 180 days, Orgel Wealth Management, LLC has increased its shares by 31. In the recent year, Orgel Wealth Management, LLC has increased its shares by 235.