Principle Wealth Partners LLC Kraneshares Tr Quadratic Int R Transaction History

Principle Wealth Partners LLC

$1.45 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 16, 2021	SELL	$27.6 - $28.26 $295,320 - $302,382	-10,700 Closed	0 $0
Q1 2021 May 18, 2021	BUY	$28.08 - $28.95 $300,456 - $309,765	10,700 New	10,700 $306,000

Others Institutions Holding IVOL

# of Institutions

100

Shares Held

15.6M

Call Options Held

8.4K

Put Options Held

20.7K

Bank Of America Corp Charlotte, NC

5.68M
Shares

$111 Million
0.01% of portfolio
Frontier Wealth Management LLC Kansas City, MO

1.09M
Shares

$21.4 Million
0.35% of portfolio
Raymond James & Associates St Petersburg, FL

840K
Shares

$16.5 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

794K
Shares

$15.6 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

749K
Shares

$14.7 Million
0.03% of portfolio

About KRANESHARES TR QUADRATIC INT R

Ticker IVOL
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