Waterfront Wealth Inc.'s ownership history for IVV

Waterfront Wealth Inc. currently holds 2.5K shares with a market value of $1.7M. It started holding IVV on 2024-09-30. At its peak, it held 2.5K shares on 2025-09-30. Its highest holding value was $1.7M on 2025-12-31. At its lowest, it held 2.4K shares on 2025-06-30, with a value of $1.3M on 2025-03-31. In the recent 180 days, Waterfront Wealth Inc. has increased its shares by 127. In the recent year, Waterfront Wealth Inc. has increased its shares by 48.