Ownership history in FMA Wealth Management, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which FMA Wealth Management, LLC reported a position in KRANESHARES TR (KMLM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 22,954 | +525 | +2.3% | 0.39% | $596K | $25.95 |
| 2025 Q3 | REDUCED | 22,429 | -1,008 | -4.3% | 0.41% | $604K | $25.63 |
| 2025 Q2 | REDUCED | 23,437 | -112 | -0.5% | 0.46% | $618K | $25.10 |
| 2025 Q1 | UNCHANGED | 23,549 | — | 0% | 0.49% | $639K | $25.97 |
| 2024 Q4 | REDUCED | 23,549 | -820 | -3.4% | 0.49% | $662K | $26.75 |
| 2024 Q3 | ADDED | 24,369 | +1,549 | +6.8% | 0.52% | $712K | $27.60 |
| 2024 Q2 | ADDED | 22,820 | +6,817 | +42.6% | 0.54% | $665K | $27.53 |
| 2024 Q1 | ADDED | 16,003 | +6,841 | +74.7% | 0.40% | $478K | $28.22 |
| 2023 Q4 | INITIATED | 9,162 | — | — | 0.24% | $264K | — |
As of 2025 Q4 — sorted by position size