LWM Advisory Services, LLC's ownership history for IWV

LWM Advisory Services, LLC currently holds 2.8K shares with a market value of $1.0M. It started holding IWV on 2024-09-30. At its peak, it held 3.1K shares on 2024-09-30. Its highest holding value was $1.2M on 2025-12-31. At its lowest, it held 2.8K shares on 2026-03-31, with a value of $965.7K on 2025-03-31. In the recent 180 days, LWM Advisory Services, LLC has decreased its shares by 211. In the recent year, LWM Advisory Services, LLC has decreased its shares by 211.