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Moisand Fitzgerald Tamayo’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio KVLE Stock Details KVLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-199
Closed -$4.87K – 637
2024
Q2 		$4.87K Buy
+199
New +$4.77K ﹤0.01% 395

Other funds holding KVLE

FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Moisand Fitzgerald Tamayo's KVLE Position: Q3 2024 in Review

Moisand Fitzgerald Tamayo sold out of KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) in Q3 2024, closing a stake of 199 shares — an estimated $4.87K sold.

Moisand Fitzgerald Tamayo first reported a position in KVLE in Q2 2024 and held it in 1 quarter. The position peaked at $4.87K in Q2 2024. 14 funds tracked by Wall St. Rank hold KVLE as of Q3 2024.

  • Moisand Fitzgerald Tamayo reported no remaining KraneShares Value Line Dynamic Dividend Equity Index ETF position as of Q3 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 199 KraneShares Value Line Dynamic Dividend Equity Index ETF shares in Q3 2024, an estimated $4.87K.
  • Moisand Fitzgerald Tamayo first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q2 2024 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $4.87K in Q2 2024.
  • 14 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q3 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2024, filed 9 Oct 2024.