Regal Investment Advisors LLC IVOL Holdings History
Regal Investment Advisors LLC's Quadratic Interest Rate Volatility And Inflation Hedge ETF Holding Summary
As of 2025-03-31, Regal Investment Advisors LLC held 273,140.00 shares of Quadratic Interest Rate Volatility And Inflation Hedge ETF(IVOL), totaling $5.10 Mil. This investment constitutes 0.41% of their stock portfolio, and Regal Investment Advisors LLC now holds 1.71% of the outstanding Quadratic Interest Rate Volatility And Inflation Hedge ETF(IVOL) stock.
The initial trade took place in 2020Q4. And since then Regal Investment Advisors LLC has made 12 purchases of IVOL, at an average price of $21.97, for a total of 469,623.00 shares. In addition, there have been 6 sales at an average price of $21.59 for 196,483.00 shares. Based on historical transaction data and IVOL's current price of $19.55, Regal Investment Advisors LLC's estimated gain on his IVOL holdings is $-738,147.94, reflecting a -7.15% gain to date.
Regal Investment Advisors LLC IVOL ($19.55) Holding Chart
Regal Investment Advisors LLC IVOL ($19.55) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
