Avidian Wealth Solutions, LLC - KRANESHARES TR ownership

KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 244 filers reported holding KRANESHARES TR in Q3 2021. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of KRANESHARES TR
ValueSharesWeighting
Q3 2022$443,000
-12.6%
20,0000.0%0.03%
-11.1%
Q2 2022$507,000
-1.0%
20,0000.0%0.04%
+16.1%
Q1 2022$512,000
-4.7%
20,0000.0%0.03%
-6.1%
Q4 2021$537,000
-3.6%
20,0000.0%0.03%
-21.4%
Q3 2021$557,000
+0.9%
20,0000.0%0.04%0.0%
Q2 2021$552,000
-3.5%
20,0000.0%0.04%
-14.3%
Q1 2021$572,000
-46.9%
20,000
-48.0%
0.05%
-52.0%
Q4 2020$1,077,000
+2.0%
38,4950.0%0.10%
+27.5%
Q3 2020$1,056,00038,4950.08%
Other shareholders
KRANESHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Guardian Financial Partners, LLC 365,422$7,520,38221.88%
TERRIL BROTHERS, INC. 697,864$14,362,0416.34%
Schiavi & Co LLC 728,306$14,988,5406.21%
SimpliFi, Inc. 331,669$6,825,7403.23%
SevenOneSeven Capital Management 64,977$1,344,3753.02%
Faithward Advisors, LLC 609,285$12,606,1092.91%
Delos Wealth Advisors, LLC 94,839$1,951,7872.49%
Straight Path Wealth Management 168,694$3,471,7122.38%
Financial Enhancement Group LLC 525,230$10,872,2672.01%
BBJS FINANCIAL ADVISORS, LLC 199,394$4,103,5391.64%
View complete list of KRANESHARES TR shareholders