Topel & Distasi Wealth Management, LLC's ownership history for IWR

Topel & Distasi Wealth Management, LLC currently holds 3.5K shares with a market value of $340.0K. It started holding IWR on 2024-09-30. At its peak, it held 4.8K shares on 2024-09-30. Its highest holding value was $421.0K on 2024-09-30. At its lowest, it held 3.5K shares on 2025-03-31, with a value of $299.6K on 2025-03-31. In the recent 180 days, Topel & Distasi Wealth Management, LLC has increased its shares by 0.