Klingman & Associates, LLC's ownership history for IVW

Klingman & Associates, LLC currently holds 3.5K shares with a market value of $420.3K. It started holding IVW on 2024-09-30. At its peak, it held 5.8K shares on 2024-09-30. Its highest holding value was $553.6K on 2024-09-30. At its lowest, it held 3.5K shares on 2025-03-31, with a value of $323.2K on 2025-03-31. In the recent 180 days, Klingman & Associates, LLC has increased its shares by 0.