One Charles Private Wealth Services, LLC's ownership history for IVV

One Charles Private Wealth Services, LLC currently holds 436 shares with a market value of $291.8K. It started holding IVV on 2024-09-30. At its peak, it held 493 shares on 2024-09-30. Its highest holding value was $291.8K on 2025-09-30. At its lowest, it held 436 shares on 2024-12-31, with a value of $245.0K on 2025-03-31. In the recent 180 days, One Charles Private Wealth Services, LLC has increased its shares by 0. In the recent year, One Charles Private Wealth Services, LLC has decreased its shares by 57.