Kfa Private Wealth Group, LLC Ark ETF Tr Innovation ETF (De) Transaction History

Kfa Private Wealth Group, LLC

$209 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	BUY	$45.2 - $51.64 $7,277 - $8,314	161 Added 3.27%	5,091 $254,000
Q4 2023 Feb 02, 2024	BUY	$34.1 - $54.26 $168,113 - $267,501	4,930 New	4,930 $258,000
Q2 2022 Jul 18, 2022	SELL	$36.58 - $70.5 $172,913 - $333,253	-4,727 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$52.29 - $96.99 $54,643 - $101,354	1,045 Added 28.38%	4,727 $313,000
Q4 2021 Jan 26, 2022	BUY	$91.87 - $125.12 $48,691 - $66,313	530 Added 16.81%	3,682 $348,000
Q3 2021 Oct 18, 2021	BUY	$109.72 - $129.16 $1,097 - $1,291	10 Added 0.32%	3,152 $348,000
Q2 2021 Jul 22, 2021	BUY	$99.48 - $130.88 $45,760 - $60,204	460 Added 17.15%	3,142 $411,000
Q1 2021 May 06, 2021	BUY	$110.26 - $156.58 $295,717 - $419,947	2,682 New	2,682 $322,000

Others Institutions Holding ARKK

# of Institutions

674

Shares Held

50.3M

Call Options Held

16.1M

Put Options Held

16.3M

Morgan Stanley New York, NY

5.18M
Shares

$277 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

3.89M
Shares

$208 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

3.82M
Shares

$204 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

3.12M
Shares

$167 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

2.62M
Shares

$140 Million
0.02% of portfolio

About ARK ETF TR INNOVATION ETF (DE)

Ticker ARKK
Sector ETFs
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