Companies Traded
1
Total Buys
3
$527
Total Sells
1
$10
Net Position
+$517
Net Buyer
Company Activity
| Company | Role | Buys | Sells | Holdings | Last Activity |
|---|---|---|---|---|---|
| XIVYX Institutional Investment Strategy Fund | President, Principal Executive | 3 $527 | 1 $10 | 41,104.869 $506K | Dec 23, 2025 |
Recent Transactions
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
XIVYX BUY
Institutional Investment Strategy Fund
Shares
41.017
Price
$12
Total Value
$500
Date
Dec 1, 2025
Trading Timeline
First Transaction
Dec 1, 2025
Latest Transaction
Dec 23, 2025