LIBERTY WEALTH MANAGEMENT LLC's ownership history for ICVT

LIBERTY WEALTH MANAGEMENT LLC currently holds 4.7K shares with a market value of $463.7K. It started holding ICVT on 2024-09-30. At its peak, it held 8.0K shares on 2025-03-31. Its highest holding value was $564.5K on 2025-09-30. At its lowest, it held 3.2K shares on 2024-09-30, with a value of $269.0K on 2024-09-30. In the recent 180 days, LIBERTY WEALTH MANAGEMENT LLC has increased its shares by 128. In the recent year, LIBERTY WEALTH MANAGEMENT LLC has increased its shares by 301.