BEACON FINANCIAL GROUP's ownership history for IVW

BEACON FINANCIAL GROUP currently holds 9.5K shares with a market value of $1.1M. It started holding IVW on 2024-09-30. At its peak, it held 10.6K shares on 2025-03-31. Its highest holding value was $1.1M on 2025-09-30. At its lowest, it held 9.0K shares on 2024-12-31, with a value of $902.0K on 2024-09-30. In the recent 180 days, BEACON FINANCIAL GROUP has decreased its shares by 1.1K. In the recent year, BEACON FINANCIAL GROUP has increased its shares by 77.