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 8,680 shares of KMLM stock, worth $255,799. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,680
Previous 9,302 6.69%
Holding current value
$255,799
Previous $268,000 3.36%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About KRANESHARES TR KFA MLM INDEX E


  • Ticker KMLM
  • Sector ETFs
  • Industry ETFs
More about KMLM
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

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.