Balance Wealth, LLC's ownership history for IVLU

Balance Wealth, LLC currently holds 75.0K shares with a market value of $2.9M. It started holding IVLU on 2025-03-31. At its peak, it held 75.0K shares on 2025-12-31. Its highest holding value was $2.9M on 2025-12-31. At its lowest, it held 71.2K shares on 2025-09-30, with a value of $2.2M on 2025-03-31. In the recent 180 days, Balance Wealth, LLC has increased its shares by 2.6K.