WFA of San Diego, LLC - KRANESHARES TR ownership

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of KRANESHARES TR
ValueSharesWeighting
Q3 2023$475,537
+0.2%
14,600
-6.3%
0.49%
+5.6%
Q2 2023$474,818
-20.9%
15,584
-23.5%
0.47%
-25.8%
Q1 2023$600,205
+307.4%
20,360
+322.1%
0.63%
+455.8%
Q4 2022$147,343
+309.3%
4,823
+372.8%
0.11%
+264.5%
Q2 2022$36,0001,0200.03%
Other shareholders
KRANESHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
PALLADIEM, LLC 269,735$8,785,2699.48%
Stegent Equity Advisors, Inc. 109,945$3,580,9094.52%
R. W. Roge & Company, Inc. 70,421$2,2821.71%
First Heartland Consultants, Inc. 365,933$11,9181.50%
Global Assets Advisory, LLC 42,278$1,377,0071.21%
Triton Wealth Management, PLLC 32,579$1,009,2970.68%
AlphaQ Advisors LLC 20,121$655,3410.57%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 38,992$1,269,9690.51%
WFA of San Diego, LLC 14,600$475,5370.49%
Fermata Advisors, LLC 48,037$1,564,4790.44%
View complete list of KRANESHARES TR shareholders