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KRANESHARES California Global shares owned by Palo Alto Wealth Advisors

Quarter-by-quarter ownership of KRANESHARES California Global (KCCA) shares owned by Palo Alto Wealth Advisors from 13F filings

Historical chart of Palo Alto Wealth Advisors investment in KRANESHARES California Global

Tip: Access up to 7 years of quarterly data

All positions including KRANESHARES California Global held by Palo Alto Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in KRANESHARES California Global by Palo Alto Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $776k 34k 23.06
2024-06-30 $1.0M 46k 22.41
2024-03-31 $1.8M 62k 28.65
2023-12-31 $1.6M 54k 30.15
2023-09-30 $361k 13k 28.47

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View all positions for Palo Alto Wealth Advisors

Top funds holding KRANESHARES California Global

Jordan Park Group
Summit Trail Advisors
Knightsbridge Asset Management
Morgan Stanley
Global Endowment Management
Clayton Partners
Palo Alto Wealth Advisors
Bienville Capital Management
Pekin, Singer Strauss Asset Management
Sharp Financial Services
Lane Generational
Jpmorgan Chase & Co
Picton Mahoney Asset Management
ORG Wealth Partners
Spire Wealth Management

View all funds holding KRANESHARES California Global