Lakeridge Wealth Management LLC's ownership history for IVW

Lakeridge Wealth Management LLC currently holds 9.6K shares with a market value of $1.1M. It started holding IVW on 2024-09-30. At its peak, it held 10.4K shares on 2025-03-31. Its highest holding value was $1.2M on 2025-09-30. At its lowest, it held 9.6K shares on 2026-03-31, with a value of $950.8K on 2024-09-30. In the recent 180 days, Lakeridge Wealth Management LLC has decreased its shares by 635. In the recent year, Lakeridge Wealth Management LLC has decreased its shares by 815.