Luminvest Wealth Management LLC's ownership history for IVV

Luminvest Wealth Management LLC currently holds 730 shares with a market value of $477.0K. It started holding IVV on 2025-09-30. At its peak, it held 730 shares on 2026-03-31. Its highest holding value was $477.0K on 2026-03-31. At its lowest, it held 362 shares on 2025-09-30, with a value of $242.6K on 2025-09-30. In the recent 180 days, Luminvest Wealth Management LLC has increased its shares by 368.