Partners in Financial Planning's ownership history for IVW

Partners in Financial Planning currently holds 3.5K shares with a market value of $396.9K. It started holding IVW on 2021-06-30. At its peak, it held 6.8K shares on 2021-06-30. Its highest holding value was $503.2K on 2021-09-30. At its lowest, it held 3.5K shares on 2026-03-31, with a value of $333.3K on 2025-03-31. In the recent 180 days, Partners in Financial Planning has decreased its shares by 86. In the recent year, Partners in Financial Planning has decreased its shares by 81.