Processus Wealth & Capital Management, LLC's ownership history for IVW

Processus Wealth & Capital Management, LLC currently holds 8.6K shares with a market value of $972.1K. It started holding IVW on 2024-09-30. At its peak, it held 12.9K shares on 2025-03-31. Its highest holding value was $1.4M on 2025-06-30. At its lowest, it held 8.2K shares on 2025-12-31, with a value of $972.1K on 2026-03-31. In the recent 180 days, Processus Wealth & Capital Management, LLC has increased its shares by 239. In the recent year, Processus Wealth & Capital Management, LLC has decreased its shares by 4.3K.