Lifeworks Advisors, LLC's ownership history for IVW

Lifeworks Advisors, LLC currently holds 12.0K shares with a market value of $1.4M. It started holding IVW on 2024-09-30. At its peak, it held 12.0K shares on 2026-03-31. Its highest holding value was $1.4M on 2025-12-31. At its lowest, it held 10.5K shares on 2025-06-30, with a value of $1.1M on 2025-03-31. In the recent 180 days, Lifeworks Advisors, LLC has increased its shares by 1.6K. In the recent year, Lifeworks Advisors, LLC has increased its shares by 685.