Occidental Asset Management, LLC's ownership history for IVE

Occidental Asset Management, LLC currently holds 67.5K shares with a market value of $13.9M. It started holding IVE on 2024-09-30. At its peak, it held 67.9K shares on 2024-09-30. Its highest holding value was $13.9M on 2025-09-30. At its lowest, it held 67.0K shares on 2024-12-31, with a value of $12.8M on 2025-03-31. In the recent 180 days, Occidental Asset Management, LLC has increased its shares by 430. In the recent year, Occidental Asset Management, LLC has decreased its shares by 413.