Accretive Wealth Partners, LLC's ownership history for IBTJ

Accretive Wealth Partners, LLC currently holds 165.2K shares with a market value of $3.6M. It started holding IBTJ on 2024-09-30. At its peak, it held 165.2K shares on 2026-03-31. Its highest holding value was $3.6M on 2026-03-31. At its lowest, it held 109.6K shares on 2024-09-30, with a value of $2.4M on 2024-12-31. In the recent 180 days, Accretive Wealth Partners, LLC has increased its shares by 14.5K. In the recent year, Accretive Wealth Partners, LLC has increased its shares by 24.5K.