Octavia Wealth Advisors, LLC's ownership history for IUSV


Octavia Wealth Advisors, LLC currently holds 2.9K shares with a market value of $285.4K. It started holding IUSV on 2024-09-30. At its peak, it held 2.9K shares on 2025-09-30. Its highest holding value was $285.4K on 2025-09-30. At its lowest, it held 2.8K shares on 2025-06-30, with a value of $256.5K on 2025-03-31. In the recent 180 days, Octavia Wealth Advisors, LLC has increased its shares by 76. In the recent year, Octavia Wealth Advisors, LLC has increased its shares by 36.


Octavia Wealth Advisors, LLC's ownership history for IUSV