TruWealth Advisors, LLC's ownership history for IWR


TruWealth Advisors, LLC currently holds 2.5K shares with a market value of $235.9K. It started holding IWR on 2024-09-30. At its peak, it held 2.9K shares on 2024-09-30. Its highest holding value was $259.0K on 2025-09-30. At its lowest, it held 2.5K shares on 2025-12-31, with a value of $226.6K on 2025-03-31. In the recent 180 days, TruWealth Advisors, LLC has decreased its shares by 214. In the recent year, TruWealth Advisors, LLC has decreased its shares by 455.


TruWealth Advisors, LLC's ownership history for IWR