Capital Advisors Wealth Management, LLC's ownership history for IVV

Capital Advisors Wealth Management, LLC currently holds 62.0K shares with a market value of $42.5M. It started holding IVV on 2024-09-30. At its peak, it held 62.3K shares on 2025-03-31. Its highest holding value was $42.5M on 2025-12-31. At its lowest, it held 59.5K shares on 2024-09-30, with a value of $34.3M on 2024-09-30. In the recent 180 days, Capital Advisors Wealth Management, LLC has increased its shares by 1.8K. In the recent year, Capital Advisors Wealth Management, LLC has increased its shares by 1.2K.