Total Wealth Planning, LLC's ownership history for IVV

Total Wealth Planning, LLC currently holds 693 shares with a market value of $463.8K. It started holding IVV on 2024-09-30. At its peak, it held 1.1K shares on 2024-09-30. Its highest holding value was $640.5K on 2024-12-31. At its lowest, it held 693 shares on 2025-06-30, with a value of $430.3K on 2025-06-30. In the recent 180 days, Total Wealth Planning, LLC has decreased its shares by 395. In the recent year, Total Wealth Planning, LLC has decreased its shares by 395.