Williams Jones Wealth Management, LLC.'s ownership history for IWV

Williams Jones Wealth Management, LLC. currently holds 1.1K shares with a market value of $426.3K. It started holding IWV on 2025-06-30. At its peak, it held 1.1K shares on 2025-09-30. Its highest holding value was $444.9K on 2025-12-31. At its lowest, it held 650 shares on 2025-06-30, with a value of $228.2K on 2025-06-30. In the recent 180 days, Williams Jones Wealth Management, LLC. has increased its shares by 0.