Finer Wealth Management, Inc.'s ownership history for IVV

Finer Wealth Management, Inc. currently holds 693 shares with a market value of $463.8K. It started holding IVV on 2024-09-30. At its peak, it held 823 shares on 2024-09-30. Its highest holding value was $474.7K on 2024-09-30. At its lowest, it held 691 shares on 2025-06-30, with a value of $415.8K on 2025-03-31. In the recent 180 days, Finer Wealth Management, Inc. has decreased its shares by 47. In the recent year, Finer Wealth Management, Inc. has decreased its shares by 130.