Amplius Wealth Advisors, LLC's ownership history for IVW

Amplius Wealth Advisors, LLC currently holds 5.6K shares with a market value of $695.1K. It started holding IVW on 2024-09-30. At its peak, it held 5.6K shares on 2025-12-31. Its highest holding value was $695.1K on 2025-12-31. At its lowest, it held 5.6K shares on 2024-09-30, with a value of $522.0K on 2025-03-31. In the recent 180 days, Amplius Wealth Advisors, LLC has increased its shares by 11. In the recent year, Amplius Wealth Advisors, LLC has increased its shares by 22.