Coastal Bridge Advisors, LLC's ownership history for IVW

Coastal Bridge Advisors, LLC currently holds 7.4K shares with a market value of $916.8K. It started holding IVW on 2025-06-30. At its peak, it held 7.4K shares on 2025-12-31. Its highest holding value was $916.8K on 2025-12-31. At its lowest, it held 7.4K shares on 2025-06-30, with a value of $815.4K on 2025-06-30. In the recent 180 days, Coastal Bridge Advisors, LLC has increased its shares by 32.