Orgel Wealth Management, LLC's ownership history for IWF

Orgel Wealth Management, LLC currently holds 2.7K shares with a market value of $1.3M. It started holding IWF on 2024-09-30. At its peak, it held 3.2K shares on 2025-03-31. Its highest holding value was $1.4M on 2025-06-30. At its lowest, it held 2.5K shares on 2024-09-30, with a value of $934.7K on 2024-09-30. In the recent 180 days, Orgel Wealth Management, LLC has decreased its shares by 493. In the recent year, Orgel Wealth Management, LLC has increased its shares by 238.