LWM ADVISORS INC's ownership history for IWD

LWM ADVISORS INC currently holds 117.5K shares with a market value of $24.7M. It started holding IWD on 2024-12-31. At its peak, it held 118.4K shares on 2024-12-31. Its highest holding value was $24.7M on 2025-12-31. At its lowest, it held 114.4K shares on 2025-06-30, with a value of $21.2M on 2025-03-31. In the recent 180 days, LWM ADVISORS INC has increased its shares by 3.1K. In the recent year, LWM ADVISORS INC has decreased its shares by 928.