Wellspring Financial Advisors, LLC's ownership history for IVW

Wellspring Financial Advisors, LLC currently holds 87.6K shares with a market value of $10.6M. It started holding IVW on 2024-09-30. At its peak, it held 95.9K shares on 2024-09-30. Its highest holding value was $10.6M on 2025-09-30. At its lowest, it held 86.3K shares on 2025-03-31, with a value of $8.0M on 2025-03-31. In the recent 180 days, Wellspring Financial Advisors, LLC has increased its shares by 1.3K. In the recent year, Wellspring Financial Advisors, LLC has decreased its shares by 8.3K.