Capital Advisors Wealth Management, LLC's ownership history for IVW

Capital Advisors Wealth Management, LLC currently holds 2.1K shares with a market value of $233.4K. It started holding IVW on 2025-03-31. At its peak, it held 2.5K shares on 2025-03-31. Its highest holding value was $293.0K on 2025-09-30. At its lowest, it held 2.0K shares on 2025-12-31, with a value of $233.2K on 2025-03-31. In the recent 180 days, Capital Advisors Wealth Management, LLC has decreased its shares by 364. In the recent year, Capital Advisors Wealth Management, LLC has decreased its shares by 449.