Plum Street Advisors, LLC's ownership history for CVIE

Plum Street Advisors, LLC currently holds 15.7K shares with a market value of $1.1M. It started holding CVIE on 2024-12-31. At its peak, it held 15.7K shares on 2026-03-31. Its highest holding value was $1.1M on 2026-03-31. At its lowest, it held 3.8K shares on 2024-12-31, with a value of $209.1K on 2024-12-31. In the recent 180 days, Plum Street Advisors, LLC has increased its shares by 7.9K. In the recent year, Plum Street Advisors, LLC has increased its shares by 10.2K.