Plan A Wealth LLC's ownership history for IWM


Plan A Wealth LLC currently holds 1.6K shares with a market value of $389.7K. It started holding IWM on 2024-12-31. At its peak, it held 2.8K shares on 2024-12-31. Its highest holding value was $629.5K on 2024-12-31. At its lowest, it held 1.6K shares on 2025-12-31, with a value of $379.6K on 2025-06-30. In the recent 180 days, Plan A Wealth LLC has decreased its shares by 176. In the recent year, Plan A Wealth LLC has decreased its shares by 1.3K.


Plan A Wealth LLC's ownership history for IWM