KWB Wealth's ownership history for CTA

KWB Wealth currently holds 11.0K shares with a market value of $298.5K. It started holding CTA on 2025-06-30. At its peak, it held 108.3K shares on 2025-09-30. Its highest holding value was $2.9M on 2025-09-30. At its lowest, it held 11.0K shares on 2026-03-31, with a value of $298.5K on 2026-03-31. In the recent 180 days, KWB Wealth has decreased its shares by 97.3K.