Lee Financial Co's ownership history for IVW

Lee Financial Co currently holds 362.7K shares with a market value of $43.8M. It started holding IVW on 2024-09-30. At its peak, it held 364.4K shares on 2025-06-30. Its highest holding value was $43.8M on 2025-09-30. At its lowest, it held 340.2K shares on 2024-09-30, with a value of $32.6M on 2024-09-30. In the recent 180 days, Lee Financial Co has increased its shares by 5.5K. In the recent year, Lee Financial Co has increased its shares by 22.5K.