Capital Planning Advisors, LLC's ownership history for IVW

Capital Planning Advisors, LLC currently holds 9.5K shares with a market value of $1.2M. It started holding IVW on 2024-09-30. At its peak, it held 10.0K shares on 2024-09-30. Its highest holding value was $1.2M on 2025-12-31. At its lowest, it held 9.5K shares on 2024-12-31, with a value of $882.5K on 2025-03-31. In the recent 180 days, Capital Planning Advisors, LLC has increased its shares by 0. In the recent year, Capital Planning Advisors, LLC has increased its shares by 0.