LTFS
KLDW

Ladenburg Thalmann Financial Services’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio KLDW Stock Details KLDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$22K Hold
600
– – ﹤0.01% 4112
2019
Q3 		$20K Hold
600
– – ﹤0.01% 4060
2019
Q2 		$20K Sell
600
-2,075
-78% -$68.2K ﹤0.01% 4065
2019
Q1 		$88K Buy
2,675
+2,375
+792% +$75K ﹤0.01% 2980
2018
Q4 		$9K Hold
300
– – ﹤0.01% 4367
2018
Q3 		$10K Buy
+300
New +$10.3K ﹤0.01% 4312

Other funds holding KLDW

CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ladenburg Thalmann Financial Services's KLDW Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its Knowledge Leaders Developed World ETF (KLDW) position steady in Q4 2019 at 600 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #4112.

Ladenburg Thalmann Financial Services first reported a position in KLDW in Q3 2018 and has held it in 6 quarters since. The position peaked at $88K in Q1 2019. 22 funds tracked by Wall St. Rank hold KLDW as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 600 shares of Knowledge Leaders Developed World ETF worth $22K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its Knowledge Leaders Developed World ETF share count unchanged in Q4 2019.
  • Knowledge Leaders Developed World ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4112 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Knowledge Leaders Developed World ETF in Q3 2018 and has held it in 6 quarters since.
  • Ladenburg Thalmann Financial Services's Knowledge Leaders Developed World ETF position peaked at $88K in Q1 2019.
  • 22 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.