Regent Peak Wealth Advisors LLC's ownership history for IWM

Regent Peak Wealth Advisors LLC currently holds 7.7K shares with a market value of $1.9M. It started holding IWM on 2024-09-30. At its peak, it held 10.5K shares on 2024-09-30. Its highest holding value was $2.3M on 2024-09-30. At its lowest, it held 7.7K shares on 2025-03-31, with a value of $1.5M on 2025-03-31. In the recent 180 days, Regent Peak Wealth Advisors LLC has increased its shares by 3. In the recent year, Regent Peak Wealth Advisors LLC has decreased its shares by 2.8K.