Perigon Wealth Management, LLC's ownership history for IVW

Perigon Wealth Management, LLC currently holds 102.8K shares with a market value of $12.7M. It started holding IVW on 2024-09-30. At its peak, it held 105.0K shares on 2025-06-30. Its highest holding value was $12.7M on 2025-12-31. At its lowest, it held 101.0K shares on 2024-09-30, with a value of $9.7M on 2024-09-30. In the recent 180 days, Perigon Wealth Management, LLC has decreased its shares by 2.2K. In the recent year, Perigon Wealth Management, LLC has decreased its shares by 2.1K.