Wealth Plan Investment Management, LLC Kraneshares Tr Quadratic Int R Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Kraneshares Tr Quadratic Int R stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 10,315 shares of IVOL stock, worth $187,733. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,315
Holding current value
$187,733
% of portfolio
0.02%

Shares

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

Nov 05, 2024
BUY
$18.55 - $19.57 $191,343 - $201,864
10,315 New
10,315 $198,000
Q4 2023

Jan 05, 2024
SELL
$20.13 - $21.27 $236,688 - $250,092
-11,758 Reduced 49.98%
11,769 $243,000
Q3 2023

Nov 15, 2023
BUY
$19.96 - $21.25 $114,590 - $121,996
5,741 Added 32.28%
23,527 $483,000
Q3 2023

Nov 09, 2023
BUY
$19.96 - $21.25 $24,510 - $26,095
1,228 Added 7.42%
17,786 $365,000
Q2 2023

Aug 14, 2023
SELL
$20.48 - $24.05 $73,728 - $86,580
-3,600 Reduced 17.86%
16,558 $340,000
Q2 2023

Jul 25, 2023
SELL
$20.48 - $24.05 $339,906 - $399,157
-16,597 Reduced 45.16%
20,158 $414,000
Q1 2023

May 08, 2023
SELL
$20.6 - $23.83 $3.56 Million - $4.12 Million
-173,011 Reduced 82.48%
36,755 $835,000
Q4 2022

Feb 15, 2023
SELL
$21.86 - $23.37 $75,788 - $81,023
-3,467 Reduced 1.63%
209,766 $4.74 Million
Q3 2022

Dec 12, 2022
SELL
$22.08 - $26.42 $21.3 Million - $25.5 Million
-965,195 Reduced 81.91%
213,233 $4.92 Million
Q1 2022

Sep 07, 2022
BUY
$25.49 - $27.2 $30 Million - $32.1 Million
1,178,428 New
1,178,428 $30.3 Million

Others Institutions Holding IVOL

# of Institutions
136
Shares Held
22.5M
Call Options Held
3.1K
Put Options Held
0
View Full List

About KRANESHARES TR QUADRATIC INT R

IVOL Quotes by TradingView
  • Ticker IVOL
  • Sector ETFs
  • Industry ETFs
More about IVOL
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