TruWealth Advisors, LLC's ownership history for IVW

TruWealth Advisors, LLC currently holds 3.4K shares with a market value of $413.2K. It started holding IVW on 2024-09-30. At its peak, it held 3.4K shares on 2024-09-30. Its highest holding value was $413.2K on 2025-12-31. At its lowest, it held 3.4K shares on 2024-09-30, with a value of $311.2K on 2025-03-31. In the recent 180 days, TruWealth Advisors, LLC has increased its shares by 0. In the recent year, TruWealth Advisors, LLC has increased its shares by 0.