United Financial Planning Group LLC's ownership history for IVW

United Financial Planning Group LLC currently holds 82 shares with a market value of $9.3K. It started holding IVW on 2025-09-30. At its peak, it held 574 shares on 2025-09-30. Its highest holding value was $73.9K on 2025-09-30. At its lowest, it held 82 shares on 2025-12-31, with a value of $9.3K on 2026-03-31. In the recent 180 days, United Financial Planning Group LLC has decreased its shares by 492.