Balance Wealth, LLC's ownership history for IVLU

Balance Wealth, LLC currently holds 71.2K shares with a market value of $2.5M. It started holding IVLU on 2025-03-31. At its peak, it held 72.4K shares on 2025-06-30. Its highest holding value was $2.5M on 2025-09-30. At its lowest, it held 71.2K shares on 2025-09-30, with a value of $2.2M on 2025-03-31. In the recent 180 days, Balance Wealth, LLC has decreased its shares by 363.