Avantax Planning Partners, Inc.'s ownership history for IVW

Avantax Planning Partners, Inc. currently holds 187.3K shares with a market value of $21.2M. It started holding IVW on 2024-09-30. At its peak, it held 196.4K shares on 2025-06-30. Its highest holding value was $23.0M on 2025-09-30. At its lowest, it held 133.8K shares on 2024-12-31, with a value of $13.0M on 2024-09-30. In the recent 180 days, Avantax Planning Partners, Inc. has decreased its shares by 2.9K. In the recent year, Avantax Planning Partners, Inc. has increased its shares by 22.3K.