SWP FINANCIAL LLC's ownership history for IVW

SWP FINANCIAL LLC currently holds 33.5K shares with a market value of $3.8M. It started holding IVW on 2024-09-30. At its peak, it held 37.3K shares on 2024-09-30. Its highest holding value was $4.5M on 2025-12-31. At its lowest, it held 33.5K shares on 2026-03-31, with a value of $3.4M on 2025-03-31. 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 3.1K.