Advisor OS, LLC's ownership history for IVW

Advisor OS, LLC currently holds 7.1K shares with a market value of $806.7K. It started holding IVW on 2025-06-30. At its peak, it held 7.1K shares on 2026-03-31. Its highest holding value was $806.7K on 2026-03-31. At its lowest, it held 2.1K shares on 2025-06-30, with a value of $236.3K on 2025-06-30. In the recent 180 days, Advisor OS, LLC has increased its shares by 5.0K.