Magnolia Private Wealth, LLC KMLM Holdings History
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 $26.70, Magnolia Private Wealth, LLC's estimated gain on his KMLM holdings is $-331,199.00, reflecting a -3.08% gain to date.
Magnolia Private Wealth, LLC KMLM ($26.70) Holding Chart
Magnolia Private Wealth, LLC KMLM ($26.70) 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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