WEALTH EFFECTS LLC's ownership history for IVV

WEALTH EFFECTS LLC currently holds 4.3K shares with a market value of $2.9M. It started holding IVV on 2024-09-30. At its peak, it held 4.5K shares on 2025-03-31. Its highest holding value was $2.9M on 2025-09-30. At its lowest, it held 4.3K shares on 2025-06-30, with a value of $2.5M on 2025-03-31. In the recent 180 days, WEALTH EFFECTS LLC has decreased its shares by 197. In the recent year, WEALTH EFFECTS LLC has decreased its shares by 158.