Strategic Financial Planning, Inc.'s ownership history for IVV

Strategic Financial Planning, Inc. currently holds 662 shares with a market value of $395.6K. It started holding IVV on 2024-09-30. At its peak, it held 1.1K shares on 2024-09-30. Its highest holding value was $786.7K on 2025-12-31. At its lowest, it held 662 shares on 2026-03-31, with a value of $395.6K on 2026-03-31. In the recent 180 days, Strategic Financial Planning, Inc. has decreased its shares by 487. In the recent year, Strategic Financial Planning, Inc. has decreased its shares by 487.