Facet Wealth, Inc.'s ownership history for IBKR

Facet Wealth, Inc. currently holds 3.3K shares with a market value of $251.2K. It started holding IBKR on 2025-06-30. At its peak, it held 4.8K shares on 2025-06-30. Its highest holding value was $312.6K on 2025-06-30. At its lowest, it held 3.3K shares on 2025-12-31, with a value of $251.2K on 2025-12-31. In the recent 180 days, Facet Wealth, Inc. has decreased its shares by 1.4K.