Creative Planning Kraneshares Bosera Msci China Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 04, 2021	SELL	$43.4 - $48.9 $238,309 - $268,509	-5,491 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$43.01 - $53.28 $11,096 - $13,746	258 Added 4.93%	5,491 $243,000
Q4 2020 Jan 29, 2021	BUY	$39.64 - $45.89 $207,436 - $240,142	5,233 New	5,233 $240,000
Q1 2020 May 05, 2020	SELL	$27.91 - $34.25 $181,275 - $222,453	-6,495 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$29.68 - $32.62 $192,771 - $211,866	6,495 New	6,495 $212,000
Q3 2019 Nov 01, 2019	SELL	$29.81 - $31.89 $247,750 - $265,037	-8,311 Closed	0 $0
Q2 2019 Jul 26, 2019	BUY	N/A	8,311 New	8,311 $257,000
Q3 2018 Oct 25, 2018	SELL	N/A	-8,218 Closed	0 $0
Q2 2018 Jul 20, 2018	BUY	N/A	8,218 New	8,218 $245,000

Others Institutions Holding KBA

# of Institutions

42

Shares Held

1.56M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

457K
Shares

$10.8 Million
0.0% of portfolio
International Assets Investment Management, LLC Orlando, FL

114K
Shares

$2.69 Million
0.01% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

106K
Shares

$2.5 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

98.6K
Shares

$2.32 Million
0.0% of portfolio
Shell Asset Management CO The Hague, P7

93.8K
Shares

$2.21 Million
0.11% of portfolio

About KRANESHARES BOSERA MSCI CHINA

Ticker KBA
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