A detailed history of Vertex Planning Partners, LLC transactions in Kraneshares Tr Quadratic Int R stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 10,177 shares of IVOL stock, worth $190,513. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,177
Previous 10,604 4.03%
Holding current value
$190,513
Previous $219 Million 12.14%
% of portfolio
0.05%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$18.93 - $20.89 $8,083 - $8,920
-427 Reduced 4.03%
10,177 $193 Million
Q4 2023

Feb 14, 2024

BUY
$20.13 - $21.27 $213,458 - $225,547
10,604 New
10,604 $219 Million
Q1 2023

May 16, 2023

SELL
$20.6 - $23.83 $349,932 - $404,800
-16,987 Reduced 65.13%
9,095 $207 Million
Q4 2022

Feb 06, 2023

BUY
$22.12 - $23.24 $576,933 - $606,145
26,082 New
26,082 $590 Million

Others Institutions Holding IVOL

About KRANESHARES TR QUADRATIC INT R


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

Track Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, 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 Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.