Summit Wealth & Retirement Planning »

Kraneshares Tr shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of Kraneshares Tr (KMLM) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning investment in Kraneshares Tr

Tip: Access up to 7 years of quarterly data

All positions including Kraneshares Tr held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Kraneshares Tr by Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.6M 228k 28.82
2023-09-30 $1.3M 39k 32.57
2023-06-30 $1.3M 42k 30.47
2023-03-31 $4.8M 161k 29.48

More positions owned by Summit Wealth & Retirement Planning

Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Rus 1000 Val Etf (IWD)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Tr Msci Eafe Etf (EFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Kraneshares Tr Kfa Mount Lucas (KMLM)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Emg Mkt Etf (EEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Summit Wealth & Retirement Planning

Top funds holding Kraneshares Tr

CWM
Wealthcare Advisory Partners
Ancora Advisors
Summit Wealth & Retirement Planning
Jane Street
Sound Financial Strategies Group
Royal Bank of Canada
First Heartland Consultants
Raymond James Financial Services Advisors
Captrust Financial Advisors
Stegent Equity Advisors
Advisor Group Holdings
Wealth Enhancement Advisory Services
Moors & Cabot
Financeware

View all funds holding Kraneshares Tr