Private Wealth Asset Management, LLC's ownership history for IVW

Private Wealth Asset Management, LLC currently holds 25.2K shares with a market value of $2.9M. It started holding IVW on 2025-03-31. At its peak, it held 26.8K shares on 2025-06-30. Its highest holding value was $3.1M on 2025-12-31. At its lowest, it held 25.2K shares on 2025-09-30, with a value of $2.5M on 2025-03-31. In the recent 180 days, Private Wealth Asset Management, LLC has increased its shares by 0. In the recent year, Private Wealth Asset Management, LLC has decreased its shares by 1.2K.