Number of Shares
390,858.00
Current Holdings Value*
$2.61 Mil
% of Portfolio
2.15%
Total Estimate Gain
$-350,741.90
% of Total Estimate Gain
-3.26%

Magnolia Private Wealth, LLC's KraneShares Mount Lucas Managed Futures Index Strategy ETF Holding Summary

As of 2025-03-31, Magnolia Private Wealth, LLC held 390,858.00 shares of KraneShares Mount Lucas Managed Futures Index Strategy ETF(KMLM), totaling $2.61 Mil. This investment constitutes 2.15% of their stock portfolio, and Magnolia Private Wealth, LLC now holds 4.89% of the outstanding KraneShares Mount Lucas Managed Futures Index Strategy ETF(KMLM) stock.

The initial trade took place in 2024Q4. And since then Magnolia Private Wealth, LLC has made 1 purchases of KMLM, at an average price of $27.55, for a total of 390,858.00 shares. Based on historical transaction data and KMLM's current price of $26.65, Magnolia Private Wealth, LLC's estimated gain on his KMLM holdings is $-350,741.90, reflecting a -3.26% gain to date.

Magnolia Private Wealth, LLC KMLM ($26.65) Holding Chart

Magnolia Private Wealth, LLC KMLM ($26.65) 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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