Ullmann Wealth Partners Group, LLC's ownership history for IVW

Ullmann Wealth Partners Group, LLC currently holds 17.6K shares with a market value of $2.1M. It started holding IVW on 2024-09-30. At its peak, it held 17.7K shares on 2025-06-30. Its highest holding value was $2.1M on 2025-09-30. At its lowest, it held 10.8K shares on 2024-09-30, with a value of $998.5K on 2025-03-31. In the recent 180 days, Ullmann Wealth Partners Group, LLC has increased its shares by 6.8K. In the recent year, Ullmann Wealth Partners Group, LLC has increased its shares by 6.8K.