Capital Advantage, Inc.'s ownership history for IVW

Capital Advantage, Inc. currently holds 25.5K shares with a market value of $3.1M. It started holding IVW on 2024-09-30. At its peak, it held 46.2K shares on 2024-12-31. Its highest holding value was $4.7M on 2024-12-31. At its lowest, it held 11.7K shares on 2025-06-30, with a value of $1.3M on 2025-06-30. In the recent 180 days, Capital Advantage, Inc. has increased its shares by 13.8K. In the recent year, Capital Advantage, Inc. has decreased its shares by 20.7K.