Lee-Kelleher Wealth Management's ownership history for IVW

Lee-Kelleher Wealth Management currently holds 90.8K shares with a market value of $10.3M. It started holding IVW on 2024-12-31. At its peak, it held 108.2K shares on 2024-12-31. Its highest holding value was $11.8M on 2025-06-30. At its lowest, it held 86.8K shares on 2025-12-31, with a value of $10.0M on 2025-03-31. In the recent 180 days, Lee-Kelleher Wealth Management has decreased its shares by 3.2K. In the recent year, Lee-Kelleher Wealth Management has decreased its shares by 17.0K.