Kcm Investment Advisors LLC Etgmg Prime Cyber Security ETF Transaction History

Kcm Investment Advisors LLC

$2.68 Billion
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	SELL	$49.28 - $53.25 $61,353 - $66,296	-1,245 Reduced 22.3%	4,337 $223,000
Q1 2023 May 09, 2023	BUY	$42.66 - $48.34 $238,128 - $269,833	5,582 New	5,582 $266,000
Q4 2022 Jan 31, 2023	SELL	$42.32 - $47.53 $5,967 - $6,701	-141 Reduced 2.45%	5,625 $248,000
Q3 2022 Nov 10, 2022	SELL	N/A	-100 Reduced 1.7%	5,766 $250,000
Q2 2022 Aug 15, 2022	BUY	N/A	336 Added 6.08%	5,866 $269,000

Q1 2022 May 13, 2022	BUY	N/A	1,650 Added 42.53%	5,530 $325,000
Q4 2021 Feb 14, 2022	SELL	N/A	-100 Reduced 2.51%	3,880 $238,000
Q3 2021 Nov 12, 2021	BUY	N/A	500 Added 14.37%	3,980 $242,000
Q2 2021 Aug 12, 2021	BUY	N/A	3,480 New	3,480 $211,000
Q1 2021 May 13, 2021	SELL	N/A	-3,480 Closed	0 $0
Q4 2020 Feb 19, 2021	BUY	N/A	3,480 New	3,480 $200,000

Others Institutions Holding HACK

# of Institutions

33

Shares Held

818K

Call Options Held

0

Put Options Held

0

Btr Capital Management Inc

315K
Shares

$20.6 Million
2.13% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

128K
Shares

$8.38 Million
0.02% of portfolio
Eaton Vance Management Boston, MA

103K
Shares

$6.76 Million
0.01% of portfolio
Dixon Hubard Feinour & Brown Inc

61.2K
Shares

$4.01 Million
0.33% of portfolio
Valley Financial Management, Inc. New York, NY

48.7K
Shares

$3.18 Million
1.27% of portfolio

About ETGMG PRIME CYBER SECURITY ETF

Ticker HACK
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