Level Wealth Management LLC's ownership history for IVV

Level Wealth Management LLC currently holds 452 shares with a market value of $309.7K. It started holding IVV on 2024-12-31. At its peak, it held 539 shares on 2024-12-31. Its highest holding value was $317.2K on 2024-12-31. At its lowest, it held 452 shares on 2025-09-30, with a value of $286.0K on 2025-03-31. In the recent 180 days, Level Wealth Management LLC has decreased its shares by 57. In the recent year, Level Wealth Management LLC has decreased its shares by 87.