Lee-Kelleher Wealth Management's ownership history for IWR


Lee-Kelleher Wealth Management currently holds 26.4K shares with a market value of $2.6M. It started holding IWR on 2024-12-31. At its peak, it held 30.0K shares on 2024-12-31. Its highest holding value was $2.7M on 2025-09-30. At its lowest, it held 26.4K shares on 2026-03-31, with a value of $2.4M on 2025-03-31. In the recent 180 days, Lee-Kelleher Wealth Management has decreased its shares by 1.5K. In the recent year, Lee-Kelleher Wealth Management has decreased its shares by 1.9K.


Lee-Kelleher Wealth Management's ownership history for IWR