WealthPLAN Partners, LLC's ownership history for IVV

WealthPLAN Partners, LLC currently holds 31.5K shares with a market value of $20.6M. It started holding IVV on 2024-09-30. At its peak, it held 31.5K shares on 2026-03-31. Its highest holding value was $20.6M on 2026-03-31. At its lowest, it held 20.6K shares on 2025-06-30, with a value of $11.9M on 2025-03-31. In the recent 180 days, WealthPLAN Partners, LLC has increased its shares by 10.3K. In the recent year, WealthPLAN Partners, LLC has increased its shares by 10.4K.