Capital Advantage, Inc. Spdr S&P Kensho New Economies Transaction History

Capital Advantage, Inc.

$496 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	N/A	-4,723 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	N/A	516 Added 12.27%	4,723 $320,000
Q4 2020 Feb 17, 2021	BUY	N/A	4,207 New	4,207 $246,000

Others Institutions Holding KOMP

# of Institutions

134

Shares Held

39.1M

Call Options Held

1.4K

Put Options Held

100

Financial Engines Advisors L.L.C. Santa Clara, CA

33.3M
Shares

$1.53 Billion
3.62% of portfolio
Betterment LLC New York, NY

1.45M
Shares

$66.8 Million
0.19% of portfolio
Marquette Asset Management, LLC

577K
Shares

$26.5 Million
4.83% of portfolio
Strategic Advocates LLC Logan, UT

421K
Shares

$19.3 Million
7.8% of portfolio
Horizon Investments, LLC Charlotte, NC

223K
Shares

$10.2 Million
0.24% of portfolio

About SPDR S&P KENSHO NEW ECONOMIES

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