Moulton Wealth Management, Inc Kraneshares Tr Quadratic Int R Transaction History
Moulton Wealth Management, Inc
- $107 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding IVOL
# of Institutions
129Shares Held
22.3MCall Options Held
3.1KPut Options Held
0-
Bank Of America Corp Charlotte, NC6.07MShares$118 Million0.01% of portfolio
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Richard Bernstein Advisors LLC3.51MShares$68.1 Million1.52% of portfolio
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Frontier Wealth Management LLC Kansas City, MO1.09MShares$21.2 Million0.35% of portfolio
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Raymond James & Associates St Petersburg, FL926KShares$18 Million0.01% of portfolio
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Schiavi & CO LLC Wilmington, DE683KShares$13.3 Million4.96% of portfolio