Patriot Financial Group Insurance Agency, LLC Kraneshares Kfa Val Line Dyna Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$20.66 - $23.81 $1,342 - $1,547	65 Added 1.28%	5,161 $111,000
Q1 2022 May 11, 2022	BUY	$22.18 - $24.31 $14,660 - $16,068	661 Added 14.9%	5,096 $120,000
Q4 2021 Jan 10, 2022	BUY	$23.63 - $26.06 $5,174 - $5,707	219 Added 5.19%	4,435 $107,000
Q3 2021 Nov 24, 2021	BUY	$23.49 - $25.1 $1,832 - $1,957	78 Added 1.88%	4,216 $99,000
Q2 2021 Jul 30, 2021	BUY	$23.07 - $24.94 $22,700 - $24,540	984 Added 31.2%	4,138 $100,000
Q1 2021 Apr 29, 2021	BUY	$20.37 - $23.09 $64,246 - $72,825	3,154 New	3,154 $73,000

Others Institutions Holding KVLE

# of Institutions

Shares Held

934K

Call Options Held

Put Options Held

Eqis Capital Management, Inc. San Rafael, CA

803K
Shares

$20.9 Million
1.76% of portfolio
Envestnet Asset Management Inc

48.8K
Shares

$1.27 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

34.7K
Shares

$903,075
0.0% of portfolio
Lionshead Wealth Management, LLC New York, NY

17.5K
Shares

$455,015
0.32% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

13.3K
Shares

$345,631
0.0% of portfolio

View Full List

About KRANESHARES KFA VAL LINE DYNA

Ticker KVLE
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