Summit Financial Strategies, Inc.'s ownership history for IVW

Summit Financial Strategies, Inc. currently holds 13.0K shares with a market value of $1.6M. It started holding IVW on 2024-09-30. At its peak, it held 13.4K shares on 2024-09-30. Its highest holding value was $1.6M on 2025-09-30. At its lowest, it held 13.0K shares on 2025-06-30, with a value of $1.2M on 2025-03-31. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 385. In the recent year, Summit Financial Strategies, Inc. has decreased its shares by 385.