International Private Wealth Advisors LLC CERY Holdings History
International Private Wealth Advisors LLC's Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF Holding Summary
As of 2025-06-30, International Private Wealth Advisors LLC held 96,675.00 shares of Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF(CERY), totaling $2.63 Mil. This investment constitutes 2.26% of their stock portfolio, and International Private Wealth Advisors LLC now holds 0.57% 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. In addition, there have been 1 sales at an average price of $26.89 for 9,814.00 shares. Based on historical transaction data and CERY's current price of $28.01, International Private Wealth Advisors LLC's estimated gain on his CERY holdings is $104,325.39, reflecting a 3.64% gain to date.
International Private Wealth Advisors LLC CERY ($28.01) Holding Chart
International Private Wealth Advisors LLC CERY ($28.01) 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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