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Kraneshares Tr shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Kraneshares Tr (KMLM) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Kraneshares Tr

Tip: Access up to 7 years of quarterly data

All positions including Kraneshares Tr held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Kraneshares Tr by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $234k 8.0k 29.23
2024-06-30 $247k 8.5k 29.16
2024-03-31 $260k 8.7k 29.89
2023-09-30 $448k 14k 32.57
2023-06-30 $579k 19k 30.47
2023-03-31 $396k 13k 29.48

More positions owned by Integrated Wealth Concepts

Ishares Msci MF Closed and MF Open (QUAL)
Bny Mellon MF Closed and MF Open (BKLC)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Etf Aptus MF Closed and MF Open (ACIO)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Etf Ser MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Invesco Qqq MF Closed and MF Open (QQQ)
Goldman Sachs MF Closed and MF Open (GSEW)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

Top funds holding Kraneshares Tr

CWM
Ancora Advisors
Wealthcare Advisory Partners
Ted Buchan & Co
Envestnet Asset Management
Sound Financial Strategies Group
Raymond James Financial Services Advisors
Captrust Financial Advisors
Mml Investors Services
Longview Financial Advisors
New York Life Investment Management
Advisor Group Holdings
Royal Bank of Canada
Latitude Advisors
Naviter Wealth

View all funds holding Kraneshares Tr