Covenant Asset Management, LLC's ownership history for IVW

Covenant Asset Management, LLC currently holds 1.9K shares with a market value of $230.4K. It started holding IVW on 2025-06-30. At its peak, it held 1.9K shares on 2025-06-30. Its highest holding value was $230.4K on 2025-12-31. At its lowest, it held 1.9K shares on 2025-12-31, with a value of $210.7K on 2025-06-30. In the recent 180 days, Covenant Asset Management, LLC has decreased its shares by 45.