WealthPlan Investment Management, LLC's ownership history for IVW

WealthPlan Investment Management, LLC currently holds 32.6K shares with a market value of $3.7M. It started holding IVW on 2024-09-30. At its peak, it held 32.6K shares on 2026-03-31. Its highest holding value was $3.7M on 2026-03-31. At its lowest, it held 17.6K shares on 2024-12-31, with a value of $1.8M on 2024-12-31. In the recent 180 days, WealthPlan Investment Management, LLC has increased its shares by 2.6K. In the recent year, WealthPlan Investment Management, LLC has increased its shares by 13.2K.