Number of Shares
96,675.00
Current Holdings Value*
$2.63 Mil
% of Portfolio
2.26%
Total Estimate Gain
$104,325.39
% of Total Estimate Gain
3.64%

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 %

Top Ranked Articles

  • 1