Navis Wealth Advisors, LLC's ownership history for IVV

Navis Wealth Advisors, LLC currently holds 2.7K shares with a market value of $1.8M. It started holding IVV on 2024-09-30. At its peak, it held 2.7K shares on 2025-06-30. Its highest holding value was $1.8M on 2025-12-31. At its lowest, it held 885 shares on 2024-09-30, with a value of $501.5K on 2025-03-31. In the recent 180 days, Navis Wealth Advisors, LLC has decreased its shares by 71. In the recent year, Navis Wealth Advisors, LLC has increased its shares by 1.8K.