Octavia Wealth Advisors, LLC's ownership history for IVV

Octavia Wealth Advisors, LLC currently holds 3.3K shares with a market value of $2.2M. It started holding IVV on 2024-09-30. At its peak, it held 3.5K shares on 2025-03-31. Its highest holding value was $2.2M on 2025-09-30. At its lowest, it held 1.7K shares on 2025-06-30, with a value of $1.1M on 2025-06-30. In the recent 180 days, Octavia Wealth Advisors, LLC has decreased its shares by 173. In the recent year, Octavia Wealth Advisors, LLC has decreased its shares by 94.