Abound Wealth Management's ownership history for IVW

Abound Wealth Management currently holds 1.3K shares with a market value of $162.8K. It started holding IVW on 2024-09-30. At its peak, it held 2.4K shares on 2025-03-31. Its highest holding value was $221.4K on 2025-03-31. At its lowest, it held 882 shares on 2024-09-30, with a value of $84.4K on 2024-09-30. In the recent 180 days, Abound Wealth Management has decreased its shares by 1.0K. In the recent year, Abound Wealth Management has increased its shares by 466.