Wells Financial Advisors INC's ownership history for IBDQ

Wells Financial Advisors INC currently holds 1.4K shares with a market value of $36.3K. It started holding IBDQ on 2024-12-31. At its peak, it held 8.2K shares on 2024-12-31. Its highest holding value was $206.4K on 2024-12-31. At its lowest, it held 1.4K shares on 2025-06-30, with a value of $36.3K on 2025-06-30. In the recent 180 days, Wells Financial Advisors INC has decreased its shares by 3.1K.