Bison Wealth, LLC KHPI Holdings History

Number of Shares
405,711.00
Current Holdings Value*
$10.25 Mil
% of Portfolio
2.26%
Total Estimate Gain
$55,091.87
% of Total Estimate Gain
0.54%

Bison Wealth, LLC's Kensington Hedged Premium Income ETF Holding Summary

As of 2024-12-31, Bison Wealth, LLC held 405,711.00 shares of Kensington Hedged Premium Income ETF(KHPI), totaling $10.25 Mil. This investment constitutes 2.26% of their stock portfolio, and Bison Wealth, LLC now holds 12.84% of the outstanding Kensington Hedged Premium Income ETF(KHPI) stock.

The initial trade took place in 2024Q3. And since then Bison Wealth, LLC has made 1 purchases of KHPI, at an average price of $25.24, for a total of 407,239.00 shares. In addition, there have been 1 sales at an average price of $25.45 for 1,528.00 shares. Based on historical transaction data and KHPI's current price of $25.38, Bison Wealth, LLC's estimated gain on his KHPI holdings is $55,091.87, reflecting a 0.54% gain to date.

Bison Wealth, LLC KHPI ($25.38) Holding Chart

Bison Wealth, LLC KHPI ($25.38) 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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