Coastal Bridge Advisors, LLC's ownership history for IVV

Coastal Bridge Advisors, LLC currently holds 2.0K shares with a market value of $1.4M. It started holding IVV on 2024-12-31. At its peak, it held 2.2K shares on 2025-06-30. Its highest holding value was $1.4M on 2025-12-31. At its lowest, it held 537 shares on 2024-12-31, with a value of $301.7K on 2025-03-31. In the recent 180 days, Coastal Bridge Advisors, LLC has decreased its shares by 153. In the recent year, Coastal Bridge Advisors, LLC has increased its shares by 1.5K.