Marks Group Wealth Management, Inc's ownership history for IWV

Marks Group Wealth Management, Inc currently holds 545 shares with a market value of $206.5K. It started holding IWV on 2024-09-30. At its peak, it held 835 shares on 2024-09-30. Its highest holding value was $279.1K on 2024-12-31. At its lowest, it held 545 shares on 2025-09-30, with a value of $206.5K on 2025-09-30. In the recent 180 days, Marks Group Wealth Management, Inc has decreased its shares by 290.