Institute for Wealth Management, LLC.'s ownership history for IVES

Institute for Wealth Management, LLC. currently holds 8.7K shares with a market value of $246.9K. It started holding IVES on 2025-12-31. At its peak, it held 8.7K shares on 2026-03-31. Its highest holding value was $246.9K on 2026-03-31. At its lowest, it held 7.7K shares on 2025-12-31, with a value of $244.3K on 2025-12-31.