Kingsview Wealth Management, LLC United States Commodity Index Funds Trust Transaction History

Kingsview Wealth Management, LLC

$3.76 Billion
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	BUY	$54.0 - $60.98 $109,674 - $123,850	2,031 Added 28.71%	9,106 $538,000
Q2 2023 Aug 10, 2023	BUY	$51.93 - $56.35 $367,404 - $398,676	7,075 New	7,075 $379,000
Q4 2022 Feb 13, 2023	BUY	$53.43 - $56.74 $106,165 - $112,742	1,987 Added 13.0%	17,267 $971,000
Q3 2022 Nov 14, 2022	SELL	$19.51 - $57.27 $72,635 - $213,216	-3,723 Reduced 19.59%	15,280 $785,000
Q2 2022 Aug 16, 2022	BUY	$22.22 - $29.25 $422,246 - $555,837	19,003 New	19,003 $1.04 Million

Q3 2021 Dec 03, 2021	SELL	$24.72 - $28.15 $327,095 - $372,480	-13,232 Closed	0 $0
Q2 2021 Aug 17, 2021	BUY	$24.76 - $29.6 $327,624 - $391,667	13,232 New	13,232 $536,000
Q4 2017 Jan 29, 2020	SELL	$18.88 - $21.16 $484,555 - $543,071	-25,665 Closed	0 $0
Q3 2017 Jan 29, 2020	SELL	$18.71 - $20.2 $416,035 - $449,167	-22,236 Reduced 46.42%	25,665 $1.03 Million
Q2 2017 Jan 29, 2020	BUY	N/A	11,883 Added 32.99%	47,901 $1.84 Million
Q1 2017 Jan 29, 2020	BUY	N/A	36,018	36,018 $1.41 Million

Others Institutions Holding USCI

# of Institutions

50

Shares Held

527K

Call Options Held

29.5K

Put Options Held

100

Equitable Holdings, Inc. New York, NY

69.7K
Shares

$4.27 Million
0.05% of portfolio
Glenmede Trust CO Na Philadelphia, PA

52.8K
Shares

$3.23 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

45.3K
Shares

$2.77 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

38.8K
Shares

$2.38 Million
0.0% of portfolio
Morgan Stanley New York, NY

31.8K
Shares

$1.95 Million
0.0% of portfolio

About United States Commodity Index Funds Trust

Ticker USCI
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 5,600,000
Market Cap $343M

More about USCI

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