Perfromance Wealth Partners, LLC's ownership history for IVW

Perfromance Wealth Partners, LLC currently holds 2.1K shares with a market value of $261.8K. It started holding IVW on 2025-06-30. At its peak, it held 2.1K shares on 2025-06-30. Its highest holding value was $261.8K on 2025-12-31. At its lowest, it held 2.1K shares on 2025-06-30, with a value of $233.9K on 2025-06-30. In the recent 180 days, Perfromance Wealth Partners, LLC has increased its shares by 0.