Sound Financial Strategies Group, LLC Kraneshares Tr Kfa Mlm Index E Transaction History
Sound Financial Strategies Group, LLC
- $109 Million
- Q4 2024
A detailed history of Sound Financial Strategies Group, LLC transactions in Kraneshares Tr Kfa Mlm Index E stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 143,403 shares of KMLM stock, worth $3.89 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
143,403
Previous 151,596
5.4%
Holding current value
$3.89 Million
Previous $4.43 Million
9.07%
% of portfolio
3.68%
Previous 3.9%
Shares
5 transactions
Others Institutions Holding KMLM
# of Institutions
66Shares Held
3.78MCall Options Held
0Put Options Held
0-
Ancora Advisors, LLC Cleveland, OH326KShares$8.86 Million0.23% of portfolio
-
Morgan Stanley New York, NY308KShares$8.38 Million0.0% of portfolio
-
Palladiem, LLC270KShares$7.33 Million9.87% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA241KShares$6.55 Million0.19% of portfolio
-
Ted Buchan & CO San Diego, CA227KShares$6.15 Million3.14% of portfolio