SUMMIT WEALTH & RETIREMENT PLANNING, INC.
PensionPosition in KMLM — KraneShares Mount Lucas Managed Futures Index Strategy ETF
CIK 1766995
EAGLE, ID
All Filings in KMLM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-12-31 KMLM | $6,569,605 | 227,953 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 KMLM | $1,269,969 | 38,992 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 KMLM | $1,286,663 | 42,230 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 KMLM | $4,758,543 | 161,416 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||