Companies Traded
1
Total Buys
4
$42
Total Sells
1
$10
Net Position
+$32
Net Buyer
Company Activity
| Company | Role | Buys | Sells | Holdings | Last Activity |
|---|---|---|---|---|---|
|
XIVYX
Institutional Investment Strategy Fund
|
President, Principal Executive |
4
$42
|
1
$10
|
41,608.06
$503K
|
Mar 23, 2026 |
Recent Transactions
XIVYX
BUY
Institutional Investment Strategy Fund
Shares
0.827
Price
$12
Total Value
$10
Date
Mar 23, 2026
IVYIX
BUY
Institutional Investment Strategy Fund
Shares
0.411
Price
$12
Total Value
$5
Date
Feb 13, 2026
XIVYX
SELL
Institutional Investment Strategy Fund
Shares
0.813
Price
$12
Total Value
$10
Date
Dec 23, 2025
IVYIX
BUY
Institutional Investment Strategy Fund
Shares
0.246
Price
$12
Total Value
$3
Date
Dec 22, 2025
IVYIX
BUY
Institutional Investment Strategy Fund
Shares
2
Price
$12
Total Value
$24
Date
Dec 3, 2025
Trading Timeline
First Transaction
Dec 3, 2025
Latest Transaction
Mar 23, 2026