Monument Group Wealth Advisors, LLC's ownership history for IVV

Monument Group Wealth Advisors, LLC currently holds 991 shares with a market value of $678.9K. It started holding IVV on 2024-09-30. At its peak, it held 991 shares on 2025-12-31. Its highest holding value was $678.9K on 2025-12-31. At its lowest, it held 972 shares on 2024-09-30, with a value of $553.6K on 2025-03-31. In the recent 180 days, Monument Group Wealth Advisors, LLC has increased its shares by 4. In the recent year, Monument Group Wealth Advisors, LLC has increased its shares by 17.