Curated Wealth Partners LLC's ownership history for IVV

Curated Wealth Partners LLC currently holds 11.8K shares with a market value of $8.1M. It started holding IVV on 2024-09-30. At its peak, it held 14.0K shares on 2025-03-31. Its highest holding value was $8.1M on 2025-12-31. At its lowest, it held 9.6K shares on 2025-09-30, with a value of $6.4M on 2024-09-30. In the recent 180 days, Curated Wealth Partners LLC has decreased its shares by 1.2K. In the recent year, Curated Wealth Partners LLC has decreased its shares by 225.