Oxinas Partners Wealth Management LLC Delaware Ivy High Income Opportunities Fund Transaction History

Oxinas Partners Wealth Management LLC

$157 Million
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 17, 2023	BUY	$10.26 - $11.16 $1,097 - $1,194	107 Added 0.13%	82,011 $0
Q3 2022 Oct 17, 2022	SELL	$10.21 - $12.33 $70,306 - $84,904	-6,886 Reduced 7.76%	81,904 $826,000
Q2 2022 Jul 15, 2022	SELL	$10.22 - $12.8 $330,126 - $413,465	-32,302 Reduced 26.68%	88,790 $909,000
Q1 2022 Apr 20, 2022	BUY	$12.19 - $14.18 $1,462 - $1,701	120 Added 0.1%	121,092 $1.53 Million
Q4 2021 Jan 19, 2022	SELL	$13.5 - $14.26 $26,487 - $27,978	-1,962 Reduced 1.6%	120,972 $1.69 Million
Q3 2021 Nov 01, 2021	BUY	$13.56 - $14.21 $1.67 Million - $1.75 Million	122,934 New	122,934 $1.68 Million

Others Institutions Holding IVH

# of Institutions

1

Shares Held

0

Call Options Held

0

Put Options Held

0

Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
0.0% of portfolio

About Delaware Ivy High Income Opportunities Fund

Ticker IVH
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Ivy Funds - Delaware Ivy High Income Opportunities Fund is a closed ended fixed income mutual fund launched and managed by Ivy Investment Management Company. The fund invests in fixed income markets across the globe. It seeks to invest in securities of companies operating across diversified sectors. The fund primarily invests in high-yield corpo...

Track This Portfolio

Portfolio Update

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

News

Stay updated on Oxinas Partners Wealth Management LLC with notifications on news.