United Asset Strategies, Inc.'s ownership history for IVW

United Asset Strategies, Inc. currently holds 2.6K shares with a market value of $296.7K. It started holding IVW on 2024-09-30. At its peak, it held 2.7K shares on 2025-03-31. Its highest holding value was $329.4K on 2025-12-31. At its lowest, it held 2.6K shares on 2026-03-31, with a value of $248.5K on 2025-03-31. In the recent 180 days, United Asset Strategies, Inc. has decreased its shares by 49. In the recent year, United Asset Strategies, Inc. has decreased its shares by 54.