Total Wealth Planning, LLC's ownership history for IVW

Total Wealth Planning, LLC currently holds 45.3K shares with a market value of $5.5M. It started holding IVW on 2024-09-30. At its peak, it held 52.5K shares on 2024-09-30. Its highest holding value was $5.5M on 2025-09-30. At its lowest, it held 45.3K shares on 2025-09-30, with a value of $4.6M on 2025-03-31. In the recent 180 days, Total Wealth Planning, LLC has decreased its shares by 4.1K. In the recent year, Total Wealth Planning, LLC has decreased its shares by 7.2K.