Synergy Investment Management, LLC's ownership history for IWV

Synergy Investment Management, LLC currently holds 527 shares with a market value of $195.3K. It started holding IWV on 2024-12-31. At its peak, it held 591 shares on 2025-03-31. Its highest holding value was $204.6K on 2025-09-30. At its lowest, it held 527 shares on 2025-12-31, with a value of $187.7K on 2025-03-31. In the recent 180 days, Synergy Investment Management, LLC has decreased its shares by 13. In the recent year, Synergy Investment Management, LLC has decreased its shares by 58.