Total Wealth Planning, LLC's ownership history for IVW

Total Wealth Planning, LLC currently holds 2.0K shares with a market value of $250.0K. It started holding IVW on 2024-09-30. At its peak, it held 52.5K shares on 2024-09-30. Its highest holding value was $5.5M on 2025-09-30. At its lowest, it held 2.0K shares on 2025-12-31, with a value of $250.0K on 2025-12-31. In the recent 180 days, Total Wealth Planning, LLC has decreased its shares by 46.7K. In the recent year, Total Wealth Planning, LLC has decreased its shares by 49.4K.