Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-514,230.82
% of Total Estimate Gain
-10.88%

Sound Financial Strategies Group, LLC's KraneShares Mount Lucas Managed Futures Index Strategy ETF Holding Summary

As of 2025-03-31, Sound Financial Strategies Group, LLC held - shares of KraneShares Mount Lucas Managed Futures Index Strategy ETF(KMLM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Sound Financial Strategies Group, LLC now holds 0% of the outstanding KraneShares Mount Lucas Managed Futures Index Strategy ETF(KMLM) stock.

The initial trade took place in 2023Q4. And since then Sound Financial Strategies Group, LLC has made 2 purchases of KMLM, at an average price of $30.85, for a total of 153,266.00 shares. In addition, there have been 4 sales at an average price of $27.49 for 153,266.00 shares. Based on historical transaction data and KMLM's current price of $25.98, Sound Financial Strategies Group, LLC's estimated gain on his KMLM holdings is $-514,230.82, reflecting a -10.88% gain to date.

Sound Financial Strategies Group, LLC KMLM ($25.98) Holding Chart

Sound Financial Strategies Group, LLC KMLM ($25.98) 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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