Integrated Wealth Concepts LLC Kraneshares Tr Kfa Mlm Index E Transaction History

Integrated Wealth Concepts LLC

$7.83 Billion
Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Kraneshares Tr Kfa Mlm Index E stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 8,007 shares of KMLM stock, worth $223,315. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,007

Previous 8,476 5.53%

Holding current value

$223,315

Previous $247,000 5.26%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$28.82 - $30.15 $13,516 - $14,140	-469 Reduced 5.53%	8,007 $234,000
Q2 2024 Aug 14, 2024	SELL	$28.49 - $31.34 $5,811 - $6,393	-204 Reduced 2.35%	8,476 $247,000
Q1 2024 May 15, 2024	SELL	$28.11 - $29.97 $17,484 - $18,641	-622 Reduced 6.69%	8,680 $259,000
Q4 2023 Feb 13, 2024	SELL	$28.71 - $32.9 $127,816 - $146,470	-4,452 Reduced 32.37%	9,302 $268,000
Q3 2023 Nov 15, 2023	SELL	$30.32 - $32.67 $159,513 - $171,876	-5,261 Reduced 27.67%	13,754 $447,000
Q2 2023 Aug 15, 2023	BUY	$29.25 - $31.45 $163,273 - $175,553	5,582 Added 41.55%	19,015 $579,000
Q1 2023 May 03, 2023	BUY	$29.02 - $30.81 $389,825 - $413,870	13,433 New	13,433 $396,000

Others Institutions Holding KMLM

# of Institutions

Shares Held

3.84M

Call Options Held

Put Options Held

View Full List

About KRANESHARES TR KFA MLM INDEX E

Ticker KMLM
Sector ETFs
Industry ETFs

More about KMLM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Account

Integrated Wealth Concepts LLC Kraneshares Tr Kfa Mlm Index E Transaction History