Kellett Wealth Advisors, LLC's ownership history for IVV

Kellett Wealth Advisors, LLC currently holds 380 shares with a market value of $254.3K. It started holding IVV on 2025-06-30. At its peak, it held 380 shares on 2025-09-30. Its highest holding value was $254.3K on 2025-09-30. At its lowest, it held 330 shares on 2025-06-30, with a value of $204.9K on 2025-06-30.