AE Wealth Management LLC's ownership history for IVW

AE Wealth Management LLC currently holds 714.9K shares with a market value of $80.9M. It started holding IVW on 2024-09-30. At its peak, it held 798.5K shares on 2024-09-30. Its highest holding value was $87.6M on 2025-12-31. At its lowest, it held 666.0K shares on 2025-06-30, with a value of $67.7M on 2025-03-31. In the recent 180 days, AE Wealth Management LLC has increased its shares by 21.6K. In the recent year, AE Wealth Management LLC has decreased its shares by 14.6K.