Waverly Advisors, LLC's ownership history for IVW

Waverly Advisors, LLC currently holds 203.0K shares with a market value of $23.0M. It started holding IVW on 2024-12-31. At its peak, it held 487.8K shares on 2025-12-31. Its highest holding value was $60.1M on 2025-12-31. At its lowest, it held 203.0K shares on 2026-03-31, with a value of $23.0M on 2026-03-31. In the recent 180 days, Waverly Advisors, LLC has decreased its shares by 259.2K. In the recent year, Waverly Advisors, LLC has decreased its shares by 204.9K.