True Wealth Design, LLC's ownership history for IVZ

True Wealth Design, LLC currently holds 2.3K shares with a market value of $59.9K. It started holding IVZ on 2024-12-31. At its peak, it held 5.2K shares on 2024-12-31. Its highest holding value was $90.6K on 2024-12-31. At its lowest, it held 443 shares on 2025-06-30, with a value of $7.0K on 2025-06-30. In the recent 180 days, True Wealth Design, LLC has increased its shares by 1.8K. In the recent year, True Wealth Design, LLC has decreased its shares by 2.9K.