Institutional Investment Strategy Fund - XIVYX

  1. All Sectors
  2. Unknown
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Latest data: 4/30/2025 10:07:34 PM
EDGAR CIK 0001976685

Buy Breakdown

Total $359,439

Sell Breakdown

Total $11

Monthly Totals

Transaction Filed Name Type Shares @ Price Value Balance change Ownership
04/28/2025
04/30/2025
Ghodoosi Arash
President, Principal Executive
Officer
Sell
-1 @ $10.77
($10.77)
 40,887 (-0.00%) Direct
03/13/2025
03/18/2025
Ghodoosi Arash
President, Principal Executive
Officer 10% owner
Buy
511 @ $10.76
$5,498.36
 511 (336,184.21%) Direct
09/10/2024
09/11/2024
O'neil Brian Stephen
Director
Buy
4,748 @ $10.53
$49,996.44
 9,665 (96.57%) Direct
07/16/2024
07/16/2024
Ghodoosi Arash
President, Principal Executive
Officer 10% owner
Buy
19,708 @ $10.56
$208,116.48
 59,952 (48.97%) Direct
06/07/2024
06/11/2024
Mcelhoe Wenwen
Director 10% owner
Buy
4,454 @ $10.29
$45,831.66
 182,654 (2.50%) Direct
05/08/2024
05/09/2024
O'neil Brian Stephen
Director
Buy
4,916 @ $10.17
$49,995.72
 4,916 (1,167,695.96%) Direct