KMG FIDUCIARY PARTNERS, LLC - KRANESHARES TR ownership

KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 3 filers reported holding KRANESHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
KMG FIDUCIARY PARTNERS, LLC ownership history of KRANESHARES TR
ValueSharesWeighting
Q3 2023$277,766
-0.1%
13,5100.0%0.04%
+2.8%
Q2 2023$278,036
-9.4%
13,5100.0%0.04%
-18.2%
Q1 2023$306,947
+0.5%
13,5100.0%0.04%
-12.0%
Q4 2022$305,461
-23.4%
13,510
-24.9%
0.05%
-35.1%
Q3 2022$399,000
-28.8%
17,992
-18.6%
0.08%
-26.0%
Q2 2022$560,000
-1.1%
22,1000.0%0.10%
+15.6%
Q1 2022$566,000
-4.6%
22,1000.0%0.09%
-2.2%
Q4 2021$593,000
-3.7%
22,1000.0%0.09%
-12.4%
Q3 2021$616,000
+1.0%
22,1000.0%0.10%
-2.8%
Q2 2021$610,00022,1000.11%
Other shareholders
KRANESHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
JSF Financial, LLC 934,962$25,824,00015.22%
Lake Point Wealth Management 1,072,510$29,623,00013.81%
Delos Wealth Advisors, LLC 327,831$9,055,00011.32%
TMD Wealth Management, LLC 785,624$21,699,0009.47%
ACT Advisors, LLC. 448,930$12,440,0009.44%
SimpliFi, Inc. 646,300$17,851,0008.08%
MOULTON WEALTH MANAGEMENT, INC 386,422$10,673,0007.79%
PEAK FINANCIAL ADVISORS LLC 327,516$9,046,0007.78%
Astor Investment Management LLC 1,302,974$35,988,0007.71%
Faithward Advisors, LLC 1,178,034$32,537,0006.45%
View complete list of KRANESHARES TR shareholders