Shared Vision Wealth Group LLC's ownership history for ICVT

Shared Vision Wealth Group LLC currently holds 7.2K shares with a market value of $720.0K. It started holding ICVT on 2024-09-30. At its peak, it held 8.3K shares on 2025-03-31. Its highest holding value was $720.0K on 2025-09-30. At its lowest, it held 6.0K shares on 2024-09-30, with a value of $505.4K on 2024-09-30. In the recent 180 days, Shared Vision Wealth Group LLC has decreased its shares by 1.2K. In the recent year, Shared Vision Wealth Group LLC has increased its shares by 1.1K.