Waldron Private Wealth LLC's ownership history for ITOT

Waldron Private Wealth LLC currently holds 5.0K shares with a market value of $706.7K. It started holding ITOT on 2024-09-30. At its peak, it held 5.4K shares on 2024-09-30. Its highest holding value was $706.7K on 2026-03-31. At its lowest, it held 4.4K shares on 2025-06-30, with a value of $547.7K on 2025-03-31. In the recent 180 days, Waldron Private Wealth LLC has increased its shares by 513. In the recent year, Waldron Private Wealth LLC has increased its shares by 473.