Investment Planning Advisors, Inc.'s ownership history for BSV

Investment Planning Advisors, Inc. currently holds 123.0K shares with a market value of $9.6M. It started holding BSV on 2024-12-31. At its peak, it held 123.0K shares on 2026-03-31. Its highest holding value was $9.6M on 2026-03-31. At its lowest, it held 27.6K shares on 2025-03-31, with a value of $2.2M on 2025-03-31. In the recent 180 days, Investment Planning Advisors, Inc. has increased its shares by 21.9K. In the recent year, Investment Planning Advisors, Inc. has increased its shares by 95.3K.