Walled Lake Planning & Wealth Management, LLC Kraneshares Bosera Msci China Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 09, 2022	SELL	$31.72 - $38.81 $63,440 - $77,620	-2,000 Reduced 16.87%	9,852 $382,000
Q1 2022 May 13, 2022	BUY	$34.1 - $43.32 $29,837 - $37,905	875 Added 7.97%	11,852 $434,000
Q1 2021 May 17, 2021	BUY	$43.01 - $53.28 $15,569 - $19,287	362 Added 3.41%	10,977 $486,000
Q3 2020 Nov 13, 2020	BUY	$34.55 - $41.46 $89,829 - $107,796	2,600 Added 32.44%	10,615 $419,000
Q1 2020 May 15, 2020	BUY	$27.91 - $34.25 $3,209 - $3,938	115 Added 1.46%	8,015 $236,000
Q4 2019 May 15, 2020	BUY	$29.68 - $32.62 $234,472 - $257,697	7,900 New	7,900 $258,000

Others Institutions Holding KBA

# of Institutions

Shares Held

1.56M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

457K
Shares

$10.8 Million
0.0% of portfolio
International Assets Investment Management, LLC Orlando, FL

114K
Shares

$2.69 Million
0.01% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

106K
Shares

$2.5 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

98.6K
Shares

$2.32 Million
0.0% of portfolio
Shell Asset Management CO The Hague, P7

93.8K
Shares

$2.21 Million
0.11% of portfolio

View Full List

About KRANESHARES BOSERA MSCI CHINA

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