Wealthcare Capital Management LLC Kraneshares Tr Kfa Mlm Index E Transaction History

Wealthcare Capital Management LLC

$978 Million
Q3 2024

A detailed history of Wealthcare Capital Management LLC transactions in Kraneshares Tr Kfa Mlm Index E stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 22,693 shares of KMLM stock, worth $644,935. This represents 0.07% of its overall portfolio holdings.

Number of Shares

22,693

Previous 28,624 20.72%

Holding current value

$644,935

Previous $834,000 20.5%

% of portfolio

0.07%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$28.82 - $30.15 $170,931 - $178,819	-5,931 Reduced 20.72%	22,693 $663,000
Q2 2024 Aug 09, 2024	SELL	$28.49 - $31.34 $214,130 - $235,551	-7,516 Reduced 20.8%	28,624 $834,000
Q1 2024 Apr 15, 2024	SELL	$28.11 - $29.97 $241,436 - $257,412	-8,589 Reduced 19.2%	36,140 $1.08 Million
Q4 2023 Feb 08, 2024	SELL	$28.71 - $32.9 $290,028 - $332,355	-10,102 Reduced 18.42%	44,729 $1.29 Million
Q3 2023 Oct 12, 2023	BUY	$30.32 - $32.67 $133,529 - $143,878	4,404 Added 8.73%	54,831 $1.79 Million
Q2 2023 Jul 18, 2023	BUY	$29.25 - $31.45 $209,313 - $225,056	7,156 Added 16.54%	50,427 $1.54 Million
Q1 2023 May 04, 2023	BUY	$29.02 - $30.81 $358,077 - $380,164	12,339 Added 39.89%	43,271 $1.28 Million
Q4 2022 Feb 14, 2023	BUY	$30.55 - $39.94 $70,265 - $91,862	2,300 Added 8.03%	30,932 $944,000
Q3 2022 Nov 14, 2022	BUY	$33.04 - $39.19 $946,001 - $1.12 Million	28,632 New	28,632 $1.1 Million

Others Institutions Holding KMLM

# of Institutions

Shares Held

3.86M

Call Options Held

Put Options Held

View Full List

About KRANESHARES TR KFA MLM INDEX E

Ticker KMLM
Sector ETFs
Industry ETFs

More about KMLM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealthcare Capital Management LLC with notifications on news.

Account

Wealthcare Capital Management LLC Kraneshares Tr Kfa Mlm Index E Transaction History