Longview Financial Advisors, Inc. KMLM Holdings History
Longview Financial Advisors, Inc.'s KraneShares Mount Lucas Managed Futures Index Strategy ETF Holding Summary
As of 2025-03-31, Longview Financial Advisors, Inc. held 126,779.00 shares of KraneShares Mount Lucas Managed Futures Index Strategy ETF(KMLM), totaling $3.46 Mil. This investment constitutes 2.97% of their stock portfolio, and Longview Financial Advisors, Inc. now holds 1.58% of the outstanding KraneShares Mount Lucas Managed Futures Index Strategy ETF(KMLM) stock.
The initial trade took place in 2023Q4. And since then Longview Financial Advisors, Inc. has made 4 purchases of KMLM, at an average price of $30.29, for a total of 126,810.00 shares. In addition, there have been 1 sales at an average price of $29.51 for 31.00 shares. Based on historical transaction data and KMLM's current price of $26.90, Longview Financial Advisors, Inc.'s estimated gain on his KMLM holdings is $-429,743.05, reflecting a -11.19% gain to date.
Longview Financial Advisors, Inc. KMLM ($26.90) Holding Chart
Longview Financial Advisors, Inc. KMLM ($26.90) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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