Straight Path Wealth Management
Holdings in IVR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $437,320 | 52,000 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $385,560 | 51,000 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $274,400 | 35,000 | Shares | Sole | 2025-07-29 |
| 2025-03-31 | $197,250 | 25,000 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $201,250 | 25,000 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $234,750 | 25,000 | Shares | Sole | 2024-11-06 |
| 2024-06-30 | $234,250 | 25,000 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $242,000 | 25,000 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $221,500 | 25,000 | Shares | Sole | 2024-01-23 |
| 2023-09-30 | $290,290 | 29,000 | Shares | Sole | 2023-10-31 |
| 2023-06-30 | $332,630 | 29,000 | Shares | Sole | 2023-07-25 |
| 2023-03-31 | $321,610 | 29,000 | Shares | Sole | 2023-04-26 |
| 2022-12-31 | $127,300 | 10,000 | Shares | Sole | 2023-01-20 |