waypoint wealth counsel's ownership history for IVW


waypoint wealth counsel currently holds 28.7K shares with a market value of $3.5M. It started holding IVW on 2024-09-30. At its peak, it held 28.7K shares on 2025-09-30. Its highest holding value was $3.5M on 2025-09-30. At its lowest, it held 27.2K shares on 2024-09-30, with a value of $2.5M on 2025-03-31. In the recent 180 days, waypoint wealth counsel has increased its shares by 1.3K. In the recent year, waypoint wealth counsel has increased its shares by 1.5K.


waypoint wealth counsel's ownership history for IVW