Laurel Wealth Planning LLC's ownership history for IVV

Laurel Wealth Planning LLC currently holds 7.9K shares with a market value of $5.3M. It started holding IVV on 2024-09-30. At its peak, it held 9.0K shares on 2025-06-30. Its highest holding value was $5.6M on 2025-06-30. At its lowest, it held 4.8K shares on 2025-03-31, with a value of $2.8K on 2024-12-31. In the recent 180 days, Laurel Wealth Planning LLC has increased its shares by 3.1K. In the recent year, Laurel Wealth Planning LLC has increased its shares by 2.8K.