EWM
IVP

Executive Wealth Management’s Inspire Veterinary Partners IVP Stock Holding History

Executive Wealth Management’s Portfolio IVP Stock Details IVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-28
Closed -$3.19K – 188
2024
Q1 		$3.19K Hold
28
– – ﹤0.01% 242
2023
Q4 		$24.1K Hold
28
– – ﹤0.01% 214
2023
Q3 		$94.5K Buy
+28
New +$134K 0.01% 195

Other funds holding IVP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Executive Wealth Management's IVP Position: Q2 2024 in Review

Executive Wealth Management sold out of Inspire Veterinary Partners (IVP) in Q2 2024, closing a stake of 28 shares — an estimated $3.19K sold.

Executive Wealth Management first reported a position in IVP in Q3 2023 and held it in 3 quarters. The position peaked at $94.5K in Q3 2023. 5 funds tracked by Wall St. Rank hold IVP as of Q2 2024.

  • Executive Wealth Management reported no remaining Inspire Veterinary Partners position as of Q2 2024 after selling out during the quarter.
  • Executive Wealth Management sold 28 Inspire Veterinary Partners shares in Q2 2024, an estimated $3.19K.
  • Executive Wealth Management first reported a position in Inspire Veterinary Partners in Q3 2023 and held it in 3 quarters.
  • Executive Wealth Management's Inspire Veterinary Partners position peaked at $94.5K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held Inspire Veterinary Partners as of Q2 2024.

Based on Executive Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.