Financial Plan, Inc.'s ownership history for IVV

Financial Plan, Inc. currently holds 521 shares with a market value of $340.3K. It started holding IVV on 2025-12-31. At its peak, it held 533 shares on 2025-12-31. Its highest holding value was $365.1K on 2025-12-31. At its lowest, it held 521 shares on 2026-03-31, with a value of $340.3K on 2026-03-31.