Accretive Wealth Partners, LLC's ownership history for IBTJ

Accretive Wealth Partners, LLC currently holds 154.7K shares with a market value of $3.4M. It started holding IBTJ on 2024-09-30. At its peak, it held 154.7K shares on 2025-12-31. Its highest holding value was $3.4M on 2025-12-31. At its lowest, it held 109.6K shares on 2024-09-30, with a value of $2.4M on 2024-12-31. In the recent 180 days, Accretive Wealth Partners, LLC has increased its shares by 7.2K. In the recent year, Accretive Wealth Partners, LLC has increased its shares by 43.7K.