Centric Wealth Management's ownership history for IVV

Centric Wealth Management currently holds 5.1K shares with a market value of $3.5M. It started holding IVV on 2024-09-30. At its peak, it held 5.5K shares on 2024-09-30. Its highest holding value was $3.5M on 2025-09-30. At its lowest, it held 5.1K shares on 2025-06-30, with a value of $2.9M on 2025-03-31. In the recent 180 days, Centric Wealth Management has decreased its shares by 97. In the recent year, Centric Wealth Management has decreased its shares by 348.