SWP FINANCIAL LLC's ownership history for IVV

SWP FINANCIAL LLC currently holds 27.1K shares with a market value of $18.6M. It started holding IVV on 2024-09-30. At its peak, it held 38.3K shares on 2024-12-31. Its highest holding value was $22.6M on 2024-12-31. At its lowest, it held 27.1K shares on 2025-12-31, with a value of $17.4M on 2024-09-30. In the recent 180 days, SWP FINANCIAL LLC has decreased its shares by 3.7K. In the recent year, SWP FINANCIAL LLC has decreased its shares by 11.2K.