Strata Wealth Advisors, LLC's ownership history for IVW

Strata Wealth Advisors, LLC currently holds 1.7K shares with a market value of $206.3K. It started holding IVW on 2024-09-30. At its peak, it held 5.7K shares on 2024-09-30. Its highest holding value was $554.5K on 2024-12-31. At its lowest, it held 1.7K shares on 2025-09-30, with a value of $206.3K on 2025-09-30. In the recent 180 days, Strata Wealth Advisors, LLC has decreased its shares by 4.0K.