Moran Wealth Management, LLC
Holdings in IVT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,503,704 | 53,304 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $1,476,820 | 51,601 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $1,444,007 | 52,701 | Shares | Sole | 2025-07-28 |
| 2023-09-30 | $1,208,833 | 50,770 | Shares | Sole | 2023-11-13 |