Emergent Wealth Advisors, LLC's ownership history for IVW

Emergent Wealth Advisors, LLC currently holds 3.6K shares with a market value of $404.0K. It started holding IVW on 2024-03-31. At its peak, it held 22.0K shares on 2024-09-30. Its highest holding value was $2.3M on 2025-09-30. At its lowest, it held 3.6K shares on 2026-03-31, with a value of $404.0K on 2026-03-31. In the recent 180 days, Emergent Wealth Advisors, LLC has decreased its shares by 15.6K. In the recent year, Emergent Wealth Advisors, LLC has decreased its shares by 16.0K.