Institutional Investment Strategy Fund - XIVYX

  1. All Sectors
  2. Unknown
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Latest data: 6/13/2025 10:04:30 PM
EDGAR CIK 0001976685

Buy Breakdown

Total $405,953

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
04/14/2025
05/06/2025
Pauker Matthew
Principal Financial Officer
Officer 10% owner
Buy
13,378 @ $10.64
$142,341.92
 162,026 (9.00%) 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