Western Financial Corp/CA's ownership history for IVW

Western Financial Corp/CA currently holds 2.2K shares with a market value of $269.2K. It started holding IVW on 2024-09-30. At its peak, it held 5.9K shares on 2024-09-30. Its highest holding value was $562.1K on 2024-09-30. At its lowest, it held 2.2K shares on 2025-12-31, with a value of $269.2K on 2025-12-31. In the recent 180 days, Western Financial Corp/CA has decreased its shares by 767. In the recent year, Western Financial Corp/CA has decreased its shares by 1.4K.