Naviter Wealth, LLC Kraneshares Tr Kfa Mlm Index E Transaction History

Naviter Wealth, LLC

$710 Million
Q3 2024

A detailed history of Naviter Wealth, LLC transactions in Kraneshares Tr Kfa Mlm Index E stock. As of the latest transaction made, Naviter Wealth, LLC holds 43,943 shares of KMLM stock, worth $1.25 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

43,943

Previous 34,402 27.73%

Holding current value

$1.25 Million

Previous $1 Million 28.02%

% of portfolio

0.18%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$28.82 - $30.15 $274,971 - $287,661	9,541 Added 27.73%	43,943 $1.28 Million
Q2 2024 Aug 01, 2024	SELL	$28.49 - $31.34 $7,920 - $8,712	-278 Reduced 0.8%	34,402 $1 Million
Q1 2024 Apr 18, 2024	SELL	$28.11 - $29.97 $749,215 - $798,790	-26,653 Reduced 43.46%	34,680 $1.04 Million
Q4 2023 Feb 05, 2024	BUY	$28.71 - $32.9 $1.76 Million - $2.02 Million	61,333 New	61,333 $1.77 Million
Q2 2023 Jul 20, 2023	SELL	$29.25 - $31.45 $12.5 Million - $13.4 Million	-426,975 Reduced 96.99%	13,265 $404,000
Q1 2023 Apr 12, 2023	BUY	$29.02 - $30.81 $10.3 Million - $10.9 Million	353,573 Added 407.97%	440,240 $13 Million
Q4 2022 Jan 31, 2023	BUY	$30.55 - $39.94 $2.65 Million - $3.46 Million	86,667 New	86,667 $2.65 Million

Others Institutions Holding KMLM

# of Institutions

Shares Held

3.86M

Call Options Held

Put Options Held

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About KRANESHARES TR KFA MLM INDEX E

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Naviter Wealth, LLC Kraneshares Tr Kfa Mlm Index E Transaction History