SAGE FINANCIAL GROUP INC's ownership history for IVW

SAGE FINANCIAL GROUP INC currently holds 5.6K shares with a market value of $680.3K. It started holding IVW on 2024-09-30. At its peak, it held 5.6K shares on 2025-09-30. Its highest holding value was $680.3K on 2025-09-30. At its lowest, it held 5.6K shares on 2024-09-30, with a value of $516.3K on 2025-03-31. In the recent 180 days, SAGE FINANCIAL GROUP INC has increased its shares by 74. In the recent year, SAGE FINANCIAL GROUP INC has increased its shares by 74.