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Kraneshares Tr quadrtc int rt shares owned by TrinityPoint Wealth

Quarter-by-quarter ownership of Kraneshares Tr quadrtc int rt (IVOL) shares owned by TrinityPoint Wealth from 13F filings

Historical chart of TrinityPoint Wealth investment in Kraneshares Tr quadrtc int rt

Tip: Access up to 7 years of quarterly data

All positions including Kraneshares Tr quadrtc int rt held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Kraneshares Tr quadrtc int rt by TrinityPoint Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $265k 14k 19.25
2024-06-30 $260k 14k 18.51
2024-03-31 $260k 14k 18.93
2023-12-31 $301k 15k 20.68
2023-09-30 $303k 15k 20.56

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View all positions for TrinityPoint Wealth

Top funds holding Kraneshares Tr quadrtc int rt

Bank of America Corporation
Richard Bernstein Advisors
Royal Bank of Canada
Raymond James & Associates
Schiavi & Co
Ambassador Advisors
Envestnet Asset Management
Morgan Stanley
Reuter James Wealth Management
Cetera Investment Advisers
LPL Financial
Wells Fargo & Company
Straight Path Wealth Management
Bellecapital International
Financial Enhancement

View all funds holding Kraneshares Tr quadrtc int rt