WealthPLAN Partners, LLC's ownership history for IVW


WealthPLAN Partners, LLC currently holds 66.1K shares with a market value of $8.1M. It started holding IVW on 2024-09-30. At its peak, it held 68.1K shares on 2024-09-30. Its highest holding value was $8.1M on 2025-12-31. At its lowest, it held 60.1K shares on 2024-12-31, with a value of $6.1M on 2025-03-31. In the recent 180 days, WealthPLAN Partners, LLC has decreased its shares by 37. In the recent year, WealthPLAN Partners, LLC has increased its shares by 6.0K.


WealthPLAN Partners, LLC's ownership history for IVW