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Prime Capital Investment Advisors, LLC → IVT
Prime Capital Investment Advisors, LLC IVT Position History
InvenTrust Properties Corp. • Real Estate
Quarters held
5
Latest value
$947K
Q3 2026
Peak value
$1.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q4 2025 | $998K |
| Q1 2026 | $1.1M |
| Q2 2026 | $1.2M |
| Q3 2026 | $947K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $947K | 31.4K | — | — |
| Q2 2026 | $1.2M | 35.0K | — | — |
| Q1 2026 | $1.1M | 35.1K | — | — |
| Q4 2025 | $998K | 35.4K | — | — |
| Q3 2025 | $1M | 36.3K | — | — |
Other funds holding IVT
Other Prime Capital Investment Advisors, LLC positions
ETHA
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ETHA
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ETHA
$490MISHARES TR CORE US AGGBD ET
VGES
$393.7MVANGUARD INDEX FDS TOTAL STK MKT
VGES
$387.4MVANGUARD INDEX FDS TOTAL STK MKT
VGES
$381MVANGUARD INDEX FDS MRNGSTR TTL STK
ETHA
$380.2MISHARES TR CORE US AGGBD ET
ETHA
$375.8MISHARES TR CORE US AGGBD ET