Portus Wealth Advisors, LLC's ownership history for IVV

Portus Wealth Advisors, LLC currently holds 355 shares with a market value of $231.8K. It started holding IVV on 2025-09-30. At its peak, it held 408 shares on 2025-09-30. Its highest holding value was $272.9K on 2025-09-30. At its lowest, it held 355 shares on 2025-12-31, with a value of $231.8K on 2026-03-31. In the recent 180 days, Portus Wealth Advisors, LLC has decreased its shares by 53.