Number of Shares
106,489.00
Current Holdings Value*
$2.95 Mil
% of Portfolio
2.83%
Total Estimate Gain
$82,305.48
% of Total Estimate Gain
2.87%

International Private Wealth Advisors LLC's Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF Holding Summary

As of 2025-03-31, International Private Wealth Advisors LLC held 106,489.00 shares of Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF(CERY), totaling $2.95 Mil. This investment constitutes 2.83% of their stock portfolio, and International Private Wealth Advisors LLC now holds 0.67% of the outstanding Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF(CERY) stock.

The initial trade took place in 2024Q4. And since then International Private Wealth Advisors LLC has made 2 purchases of CERY, at an average price of $26.93, for a total of 106,489.00 shares. Based on historical transaction data and CERY's current price of $27.70, International Private Wealth Advisors LLC's estimated gain on his CERY holdings is $82,305.48, reflecting a 2.87% gain to date.

International Private Wealth Advisors LLC CERY ($27.70) Holding Chart

International Private Wealth Advisors LLC CERY ($27.70) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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