Pacific Capital Wealth Advisors, Inc Global X Fds Global X Consciou Transaction History

Pacific Capital Wealth Advisors, Inc

$592 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 16, 2021	SELL	$23.81 - $28.6 $476 - $572	-20 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$22.18 - $25.46 $443 - $509	20 New	20 $0

Others Institutions Holding KRMA

# of Institutions

46

Shares Held

15.4M

Call Options Held

0

Put Options Held

0

Daiwa Securities Group Inc. Tokyo, M0

11.9M
Shares

$468 Million
2.15% of portfolio
Morgan Stanley New York, NY

2.4M
Shares

$94.7 Million
0.01% of portfolio
Geo Wealth Management, LLC Chicago, IL

277K
Shares

$10.9 Million
0.4% of portfolio
Elevation Capital Advisory, LLC Bend, OR

271K
Shares

$10.7 Million
4.69% of portfolio
Lpl Financial LLC Fort Mill, SC

78.9K
Shares

$3.11 Million
0.0% of portfolio

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