Joel Adams & Associates, Inc.'s ownership history for USMV

Joel Adams & Associates, Inc. currently holds 6.5K shares with a market value of $599.4K. It started holding USMV on 2025-03-31. At its peak, it held 8.2K shares on 2025-03-31. Its highest holding value was $763.7K on 2025-03-31. At its lowest, it held 5.4K shares on 2025-12-31, with a value of $508.9K on 2025-12-31. In the recent 180 days, Joel Adams & Associates, Inc. has increased its shares by 844. In the recent year, Joel Adams & Associates, Inc. has decreased its shares by 1.7K.