Duncan Williams Asset Management, LLC's ownership history for IVV

Duncan Williams Asset Management, LLC currently holds 548 shares with a market value of $357.7K. It started holding IVV on 2024-09-30. At its peak, it held 888 shares on 2025-06-30. Its highest holding value was $551.5K on 2025-06-30. At its lowest, it held 374 shares on 2024-09-30, with a value of $216.0K on 2024-09-30. In the recent 180 days, Duncan Williams Asset Management, LLC has increased its shares by 9. In the recent year, Duncan Williams Asset Management, LLC has increased its shares by 113.