Axis Wealth Partners, LLC's ownership history for IVV

Axis Wealth Partners, LLC currently holds 745 shares with a market value of $509.9K. It started holding IVV on 2024-12-31. At its peak, it held 925 shares on 2024-12-31. Its highest holding value was $544.7K on 2024-12-31. At its lowest, it held 745 shares on 2025-12-31, with a value of $461.4K on 2025-03-31. In the recent 180 days, Axis Wealth Partners, LLC has decreased its shares by 8. In the recent year, Axis Wealth Partners, LLC has decreased its shares by 180.