Insider Transactions and Holdings
-
Entity Type
-
Individual
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Role
-
Adviser Personnel
There are no Buy or Sell transactions made by John Yogi Spence since 14 Jan 2025
| Security |
Num Shares |
Value |
Price $ |
Transaction Date |
Ownership |
Underlying Class |
Underlying Amount |
| Class I Shares |
4,000 |
|
|
30 Sep 2025 |
XA Investments LLC |
|
|
| Class I Shares |
4,000 |
|
|
31 Dec 2024 |
XA Investments LLC |
|
|
| Class A Shares |
1,050 |
|
|
30 Sep 2025 |
Direct |
|
|
| Class A Shares |
967 |
|
|
31 Dec 2024 |
Direct |
|
|
| Class I Shares |
63 |
|
|
30 Sep 2025 |
Direct |
|
|
| Class I Shares |
59 |
|
|
31 Dec 2024 |
Direct |
|
|
| Sym |
Class |
Transaction |
% |
Value $ |
* Price $ |
Shares |
Shares After |
Date |
Ownership |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.