Avidian Wealth Enterprises, LLC's ownership history for IVV

Avidian Wealth Enterprises, LLC currently holds 678.6K shares with a market value of $443.3M. It started holding IVV on 2024-09-30. At its peak, it held 678.6K shares on 2026-03-31. Its highest holding value was $443.3M on 2026-03-31. At its lowest, it held 524.0K shares on 2024-09-30, with a value of $302.3M on 2024-09-30. In the recent 180 days, Avidian Wealth Enterprises, LLC has increased its shares by 59.9K. In the recent year, Avidian Wealth Enterprises, LLC has increased its shares by 104.9K.

It has also owned 2 contracts of calls, with the market value of the underlying securities totaling $130.6K on 2026-03-31. At its peak, it held 2 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $130.6K on 2026-03-31. At its lowest, it held 2 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $130.6K on 2026-03-31.