A detailed history of Wfa Of San Diego, LLC transactions in Kraneshares Tr Kfa Mlm Index E stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 13,900 shares of KMLM stock, worth $384,474. This represents 0.35% of its overall portfolio holdings.

Number of Shares
13,900
Previous 13,984 0.6%
Holding current value
$384,474
Previous $407,000 0.25%
% of portfolio
0.35%
Previous 0.37%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$28.82 - $30.15 $2,420 - $2,532
-84 Reduced 0.6%
13,900 $406,000
Q2 2024

Aug 14, 2024

SELL
$28.49 - $31.34 $17,549 - $19,305
-616 Reduced 4.22%
13,984 $407,000
Q3 2023

Nov 02, 2023

SELL
$30.32 - $32.67 $29,834 - $32,147
-984 Reduced 6.31%
14,600 $475,000
Q2 2023

Aug 10, 2023

SELL
$29.25 - $31.45 $139,698 - $150,205
-4,776 Reduced 23.46%
15,584 $474,000
Q1 2023

Apr 17, 2023

BUY
$29.02 - $30.81 $450,883 - $478,694
15,537 Added 322.14%
20,360 $600,000
Q4 2022

Jan 31, 2023

BUY
$30.55 - $39.94 $147,342 - $192,630
4,823 New
4,823 $147,000
Q2 2022

Jul 28, 2022

BUY
$31.58 - $38.84 $32,211 - $39,616
1,020 New
1,020 $36,000

Others Institutions Holding KMLM

About KRANESHARES TR KFA MLM INDEX E


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

Track Wfa Of San Diego, LLC Portfolio

Follow Wfa Of San Diego, 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 Wfa Of San Diego, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wfa Of San Diego, LLC with notifications on news.