Executive Wealth Management, LLC
Position in IVOL — Quadratic Interest Rate Volatility and Inflation Hedge ETF
CIK 1542611
BRIGHTON, MI
All Filings in IVOL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-12-31 IVOL | $1,387,793 | 67,108 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 IVOL | $1,649,878 | 80,247 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 IVOL | $1,660,126 | 80,667 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 IVOL | $2,109,779 | 92,860 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 IVOL | $2,237,937 | 98,980 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 IVOL | $2,187,989 | 98,736 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 IVOL | $2,634,675 | 103,973 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 IVOL | $1,972,253 | 76,981 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 IVOL | $1,756,607 | 65,423 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 IVOL | $1,433,521 | 51,436 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 IVOL | $1,358,185 | 49,174 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||