Advisor OS, LLC's ownership history for IWD

Advisor OS, LLC currently holds 3.8K shares with a market value of $799.7K. It started holding IWD on 2024-09-30. At its peak, it held 181.7K shares on 2025-06-30. Its highest holding value was $36.7M on 2025-09-30. At its lowest, it held 2.0K shares on 2025-03-31, with a value of $383.8K on 2025-03-31. In the recent 180 days, Advisor OS, LLC has decreased its shares by 177.9K. In the recent year, Advisor OS, LLC has increased its shares by 284.