Ivc Wealth Advisors LLC Global X Superincome Preferred Transaction History

Ivc Wealth Advisors LLC

$181 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 05, 2023	SELL	$8.67 - $9.11 $108,218 - $113,711	-12,482 Reduced 54.43%	10,450 $91,000
Q2 2023 Jul 13, 2023	SELL	$8.54 - $9.38 $12,809 - $14,070	-1,500 Reduced 6.14%	22,932 $207,000
Q1 2023 Apr 13, 2023	SELL	$9.05 - $10.46 $96,391 - $111,409	-10,651 Reduced 30.36%	24,432 $229,000
Q3 2022 Oct 12, 2022	SELL	$9.83 - $10.78 $19,660 - $21,560	-2,000 Reduced 5.39%	35,083 $347,000
Q2 2022 Jul 11, 2022	SELL	$10.04 - $11.12 $41,806 - $46,303	-4,164 Reduced 10.1%	37,083 $381,000
Q1 2022 Apr 27, 2022	SELL	$10.79 - $11.73 $97,271 - $105,745	-9,015 Reduced 17.94%	41,247 $460,000
Q4 2021 Jan 13, 2022	SELL	$11.59 - $11.97 $5,215 - $5,386	-450 Reduced 0.89%	50,262 $589,000
Q3 2021 Oct 08, 2021	SELL	$11.91 - $12.11 $4,561 - $4,638	-383 Reduced 0.75%	50,712 $607,000
Q2 2021 Jul 13, 2021	SELL	$11.73 - $12.07 $98,168 - $101,013	-8,369 Reduced 14.07%	51,095 $617,000
Q1 2021 Apr 20, 2021	SELL	$11.58 - $11.91 $61,883 - $63,647	-5,344 Reduced 8.25%	59,464 $707,000
Q4 2020 Feb 01, 2021	BUY	$11.05 - $11.8 $716,128 - $764,734	64,808 New	64,808 $765,000

Others Institutions Holding SPFF

# of Institutions

45

Shares Held

2.91M

Call Options Held

0

Put Options Held

0

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