A detailed history of Steel Peak Wealth Management LLC transactions in Kraneshares Tr Kfa Mlm Index E stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 14,025 shares of KMLM stock, worth $392,279. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,025
Previous 14,025 -0.0%
Holding current value
$392,279
Previous $408,000 0.25%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$28.49 - $31.34 $128,205 - $141,030
-4,500 Reduced 24.29%
14,025 $408,000
Q3 2023

Nov 02, 2023

BUY
$30.32 - $32.67 $7,580 - $8,167
250 Added 1.37%
18,525 $603,000
Q2 2023

Aug 02, 2023

BUY
$29.25 - $31.45 $46,800 - $50,320
1,600 Added 9.6%
18,275 $556,000
Q1 2023

May 05, 2023

BUY
$29.02 - $30.81 $483,908 - $513,756
16,675 New
16,675 $491,000

Others Institutions Holding KMLM

About KRANESHARES TR KFA MLM INDEX E


  • Ticker KMLM
  • Sector ETFs
  • Industry ETFs
More about KMLM
Track This Portfolio

Track Steel Peak Wealth Management LLC Portfolio

Follow Steel Peak Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.