Gratus Wealth Advisors, LLC's ownership history for IBDW

Gratus Wealth Advisors, LLC currently holds 12.7K shares with a market value of $265.7K. It started holding IBDW on 2025-03-31. At its peak, it held 12.7K shares on 2025-06-30. Its highest holding value was $269.3K on 2025-09-30. At its lowest, it held 9.7K shares on 2025-03-31, with a value of $201.4K on 2025-03-31. In the recent 180 days, Gratus Wealth Advisors, LLC has increased its shares by 0. In the recent year, Gratus Wealth Advisors, LLC has increased its shares by 3.0K.