Southeast Asset Advisors, LLC's ownership history for IVV

Southeast Asset Advisors, LLC currently holds 2.3K shares with a market value of $1.5M. It started holding IVV on 2024-09-30. At its peak, it held 2.3K shares on 2026-03-31. Its highest holding value was $1.5M on 2026-03-31. At its lowest, it held 2.1K shares on 2024-09-30, with a value of $1.2M on 2025-03-31. In the recent 180 days, Southeast Asset Advisors, LLC has increased its shares by 132. In the recent year, Southeast Asset Advisors, LLC has increased its shares by 197.