Secure Asset Management, LLC's ownership history for IVW

Secure Asset Management, LLC currently holds 3.8K shares with a market value of $429.0K. It started holding IVW on 2024-09-30. At its peak, it held 4.1K shares on 2025-12-31. Its highest holding value was $502.6K on 2025-12-31. At its lowest, it held 3.8K shares on 2026-03-31, with a value of $364.8K on 2024-09-30. In the recent 180 days, Secure Asset Management, LLC has decreased its shares by 151. In the recent year, Secure Asset Management, LLC has decreased its shares by 266.