Org Wealth Partners, LLC Kraneshares Tr Kfa Mlm Index E Transaction History
Org Wealth Partners, LLC
- $221 Million
- Q1 2025
A detailed history of Org Wealth Partners, LLC transactions in Kraneshares Tr Kfa Mlm Index E stock. As of the latest transaction made, Org Wealth Partners, LLC holds 28,064 shares of KMLM stock, worth $738,644. This represents 0.35% of its overall portfolio holdings.
Number of Shares
28,064
Previous 22,412
25.22%
Holding current value
$738,644
Previous $629,000
21.62%
% of portfolio
0.35%
Previous 0.45%
Shares
3 transactions
Others Institutions Holding KMLM
# of Institutions
66Shares Held
4.16MCall Options Held
0Put Options Held
0-
Magnolia Private Wealth, LLC Philadelphia, PA391KShares$10.3 Million2.15% of portfolio
-
Ancora Advisors, LLC Cleveland, OH329KShares$8.65 Million0.23% of portfolio
-
Morgan Stanley New York, NY308KShares$8.12 Million0.0% of portfolio
-
Palladiem, LLC270KShares$7.1 Million9.87% of portfolio
-
Ted Buchan & CO San Diego, CA235KShares$6.18 Million3.11% of portfolio