Wescott Financial Advisory Group, LLC's ownership history for IVW

Wescott Financial Advisory Group, LLC currently holds 104.9K shares with a market value of $11.9M. It started holding IVW on 2024-09-30. At its peak, it held 104.9K shares on 2026-03-31. Its highest holding value was $11.9M on 2026-03-31. At its lowest, it held 72.2K shares on 2024-09-30, with a value of $6.9M on 2024-09-30. In the recent 180 days, Wescott Financial Advisory Group, LLC has increased its shares by 17.2K. In the recent year, Wescott Financial Advisory Group, LLC has increased its shares by 23.1K.