Bernardo Wealth Planning LLC's ownership history for IVE

Bernardo Wealth Planning LLC currently holds 9.4K shares with a market value of $2.0M. It started holding IVE on 2024-09-30. At its peak, it held 9.5K shares on 2024-09-30. Its highest holding value was $2.0M on 2025-09-30. At its lowest, it held 9.4K shares on 2025-06-30, with a value of $1.8K on 2025-06-30. In the recent 180 days, Bernardo Wealth Planning LLC has decreased its shares by 41. In the recent year, Bernardo Wealth Planning LLC has decreased its shares by 41.