Straight Path Wealth Management IVOL Holdings History
Straight Path Wealth Management's Quadratic Interest Rate Volatility And Inflation Hedge ETF Holding Summary
As of 2025-03-31, Straight Path Wealth Management held 14,952.00 shares of Quadratic Interest Rate Volatility And Inflation Hedge ETF(IVOL), totaling $279,300.00. This investment constitutes 0.11% of their stock portfolio, and Straight Path Wealth Management now holds 0.06% of the outstanding Quadratic Interest Rate Volatility And Inflation Hedge ETF(IVOL) stock.
The initial trade took place in 2021Q4. And since then Straight Path Wealth Management has made 11 purchases of IVOL, at an average price of $23.85, for a total of 288,209.00 shares. In addition, there have been 2 sales at an average price of $18.19 for 273,257.00 shares. Based on historical transaction data and IVOL's current price of $19.15, Straight Path Wealth Management's estimated gain on his IVOL holdings is $-1.62 Mil, reflecting a -23.51% gain to date.
Straight Path Wealth Management IVOL ($19.15) Holding Chart
Straight Path Wealth Management IVOL ($19.15) 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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