A detailed history of Laidlaw Wealth Management LLC transactions in Kraneshares Tr Quadratic Int R stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 151,071 shares of IVOL stock, worth $2.69 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
151,071
Previous 144,523 4.53%
Holding current value
$2.69 Million
Previous $2.68 Million 8.71%
% of portfolio
1.54%
Previous 1.55%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$18.55 - $19.57 $121,465 - $128,144
6,548 Added 4.53%
151,071 $2.91 Million
Q2 2024

Aug 01, 2024

BUY
$18.27 - $18.99 $449,679 - $467,400
24,613 Added 20.53%
144,523 $2.68 Million
Q1 2024

May 15, 2024

BUY
$18.93 - $20.89 $341,497 - $376,855
18,040 Added 17.71%
119,910 $2.27 Million
Q4 2023

Feb 12, 2024

SELL
$20.13 - $21.27 $929,563 - $982,206
-46,178 Reduced 31.19%
101,870 $2.11 Million
Q3 2023

Nov 13, 2023

SELL
$19.96 - $21.25 $228,462 - $243,227
-11,446 Reduced 7.18%
148,048 $3.04 Million
Q2 2023

Aug 11, 2023

BUY
$20.48 - $24.05 $199,618 - $234,415
9,747 Added 6.51%
159,494 $3.28 Million
Q1 2023

May 12, 2023

BUY
$20.6 - $23.83 $214,672 - $248,332
10,421 Added 7.48%
149,747 $3.4 Million
Q4 2022

Feb 14, 2023

BUY
$21.86 - $23.37 $134,285 - $143,561
6,143 Added 4.61%
139,326 $3.15 Million
Q3 2022

Nov 14, 2022

BUY
$22.08 - $26.42 $117,664 - $140,792
5,329 Added 4.17%
133,183 $2.95 Million
Q2 2022

Aug 12, 2022

BUY
$24.57 - $26.34 $722,677 - $774,738
29,413 Added 29.88%
127,854 $3.24 Million
Q1 2022

May 12, 2022

BUY
$25.49 - $27.2 $2.51 Million - $2.68 Million
98,441 New
98,441 $2.52 Million

Others Institutions Holding IVOL

About KRANESHARES TR QUADRATIC INT R


  • Ticker IVOL
  • Sector ETFs
  • Industry ETFs
More about IVOL
Track This Portfolio

Track Laidlaw Wealth Management LLC Portfolio

Follow Laidlaw Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Laidlaw Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laidlaw Wealth Management LLC with notifications on news.