Total Wealth Planning, LLC's ownership history for IVE

Total Wealth Planning, LLC currently holds 9.0K shares with a market value of $1.9M. It started holding IVE on 2024-09-30. At its peak, it held 10.3K shares on 2024-09-30. Its highest holding value was $2.0M on 2024-09-30. At its lowest, it held 9.0K shares on 2025-09-30, with a value of $1.7M on 2025-03-31. In the recent 180 days, Total Wealth Planning, LLC has decreased its shares by 51. In the recent year, Total Wealth Planning, LLC has decreased its shares by 1.2K.