MGIA
IVP

Moneta Group Investment Advisors’s Inspire Veterinary Partners IVP Stock Holding History

Moneta Group Investment Advisors’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 		– Hold
0
– -$1.35K – 618
2024
Q1 		– Hold
0
– – – 607

Other funds holding IVP

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TRCT
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BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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