Fermata Advisors, LLC - KRANESHARES TR ownership

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of KRANESHARES TR
ValueSharesWeighting
Q3 2023$1,564,479
+548.4%
48,037
+487.0%
0.44%
+202.1%
Q1 2023$241,279
-83.8%
8,184
-83.2%
0.15%
-66.9%
Q4 2022$1,489,446
-79.0%
48,754
-73.7%
0.44%
-80.9%
Q3 2022$7,106,000
+53.6%
185,247
+39.4%
2.31%
+43.4%
Q2 2022$4,627,000132,9101.61%
Other shareholders
KRANESHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
PALLADIEM, LLC 276,985$8,165,5188.70%
Naviter Wealth, LLC 440,240$12,978,2754.54%
MONEY CONCEPTS CAPITAL CORP 444,804$33,022,9201.84%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 161,416$4,758,5441.78%
Stegent Equity Advisors, Inc. 58,477$1,723,8991.71%
Latitude Advisors, LLC 49,647$1,463,5911.06%
First Heartland Consultants, Inc. 211,042$6,221,5180.94%
Avestar Capital, LLC 171,151$5,045,5310.90%
WFA of San Diego, LLC 20,360$600,2050.63%
Quantitative Advantage, LLC 141,772$4,179,4390.61%
View complete list of KRANESHARES TR shareholders