Smallwood Wealth Investment Management, LLC's ownership history for IVT

Smallwood Wealth Investment Management, LLC currently holds 10.7K shares with a market value of $305.4K. It started holding IVT on 2024-09-30. At its peak, it held 12.7K shares on 2025-06-30. Its highest holding value was $347.3K on 2025-06-30. At its lowest, it held 9.3K shares on 2024-12-31, with a value of $268.5K on 2024-09-30. In the recent 180 days, Smallwood Wealth Investment Management, LLC has decreased its shares by 1.0K. In the recent year, Smallwood Wealth Investment Management, LLC has increased its shares by 1.2K.