Kellett Wealth Advisors, LLC's ownership history for IVV

Kellett Wealth Advisors, LLC currently holds 534 shares with a market value of $365.8K. It started holding IVV on 2025-06-30. At its peak, it held 534 shares on 2025-12-31. Its highest holding value was $365.8K on 2025-12-31. At its lowest, it held 330 shares on 2025-06-30, with a value of $204.9K on 2025-06-30. In the recent 180 days, Kellett Wealth Advisors, LLC has increased its shares by 204.