GeoWealth Management, LLC's ownership history for IWY


GeoWealth Management, LLC currently holds 4.3K shares with a market value of $1.1M. It started holding IWY on 2024-09-30. At its peak, it held 86.3K shares on 2024-12-31. Its highest holding value was $20.3M on 2024-12-31. At its lowest, it held 4.3K shares on 2026-03-31, with a value of $1.0M on 2025-03-31. In the recent 180 days, GeoWealth Management, LLC has decreased its shares by 921. In the recent year, GeoWealth Management, LLC has decreased its shares by 518.


GeoWealth Management, LLC's ownership history for IWY