Lakeshore Financial Planning, Inc.'s ownership history for IVW

Lakeshore Financial Planning, Inc. currently holds 21.5K shares with a market value of $2.6M. It started holding IVW on 2024-09-30. At its peak, it held 22.2K shares on 2025-06-30. Its highest holding value was $2.6M on 2025-09-30. At its lowest, it held 8.2K shares on 2024-09-30, with a value of $781.9K on 2024-09-30. In the recent 180 days, Lakeshore Financial Planning, Inc. has increased its shares by 8.7K. In the recent year, Lakeshore Financial Planning, Inc. has increased its shares by 13.4K.