PLANNING ALTERNATIVES LTD /ADV's ownership history for IVV

PLANNING ALTERNATIVES LTD /ADV currently holds 414.5K shares with a market value of $283.9M. It started holding IVV on 2024-09-30. At its peak, it held 420.2K shares on 2025-06-30. Its highest holding value was $283.9M on 2025-12-31. At its lowest, it held 408.1K shares on 2024-12-31, with a value of $234.8M on 2025-03-31. In the recent 180 days, PLANNING ALTERNATIVES LTD /ADV has decreased its shares by 5.6K. In the recent year, PLANNING ALTERNATIVES LTD /ADV has increased its shares by 6.4K.