Modern Wealth Management, LLC's ownership history for IVW

Modern Wealth Management, LLC currently holds 858.6K shares with a market value of $103.6M. It started holding IVW on 2024-09-30. At its peak, it held 1.1M shares on 2025-03-31. Its highest holding value was $119.3M on 2025-06-30. At its lowest, it held 809.0K shares on 2024-09-30, with a value of $77.5M on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has decreased its shares by 245.7K. In the recent year, Modern Wealth Management, LLC has increased its shares by 49.6K.