Latest Institutional Purchases of Kraneshares Kfa Val Line Dyna (KVLE)
This list provides information on the latest institutional transactions involving Kraneshares Kfa Val Line Dyna (KVLE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
35.9K+ 328.51% |
$903K - $1.01M
|
46.9K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
17.5KNew |
$439K - $491K
|
17.5K
$453K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.75K+ 15.23% |
$44K - $49.3K
|
13.3K
$344K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
765New |
$19.2K - $21.5K
|
765
$19.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.52% |
$151 - $169
|
1.17K
$30.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
134New |
$3.23K - $3.56K
|
134
$3.48K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
199New |
$4.56K - $4.93K
|
199
$5.16K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6.2K+ 6200.0% |
$132K - $144K
|
6.3K
$163K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
217New |
$4.6K - $5.03K
|
217
$5.63K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
243New |
$5.25K - $5.52K
|
243
$6.3K
|
|
| Q4 2022 | |||||||
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
2.39KNew |
$46.6K - $55.1K
|
2.39K
$62K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300New |
$5.85K - $6.91K
|
300
$7.78K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
119New |
$2.32K - $2.74K
|
119
$3.09K
|
|
| Q2 2022 | |||||||
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15KNew |
$310K - $357K
|
15K
$389K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
65+ 1.28% |
$1.34K - $1.55K
|
5.16K
$134K
|
|