Fortune 45 LLC Spdr S&P Kensho New Economies Transaction History

Fortune 45 LLC

$131 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 12, 2022	SELL	$46.39 - $59.58 $183,101 - $235,162	-3,947 Closed	0 $0
Q4 2021 Apr 12, 2022	BUY	$56.76 - $68.61 $224,031 - $270,803	3,947 New	3,947 $232,000

Others Institutions Holding KOMP

# of Institutions

143

Shares Held

38.7M

Call Options Held

27K

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

33.9M
Shares

$1.68 Billion
3.48% of portfolio
Betterment LLC New York, NY

1.58M
Shares

$78.3 Million
0.19% of portfolio
Strategic Advocates LLC Logan, UT

496K
Shares

$24.5 Million
8.76% of portfolio
Horizon Investments, LLC Charlotte, NC

220K
Shares

$10.9 Million
0.23% of portfolio
Morgan Stanley New York, NY

216K
Shares

$10.7 Million
0.0% of portfolio

About SPDR S&P KENSHO NEW ECONOMIES

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