Claro Advisors LLC KVYO Holdings History

Number of Shares
1.65 Mil
Current Holdings Value*
$49.89 Mil
% of Portfolio
6.68%
Total Estimate Gain
$5.65 Mil
% of Total Estimate Gain
10.87%

Claro Advisors LLC's Klaviyo Inc Holding Summary

As of 2025-03-31, Claro Advisors LLC held 1.65 Mil shares of Klaviyo Inc(KVYO), totaling $49.89 Mil. This investment constitutes 6.68% of their stock portfolio, and Claro Advisors LLC now holds 0.6% of the outstanding Klaviyo Inc(KVYO) stock.

The initial trade took place in 2024Q1. And since then Claro Advisors LLC has made 3 purchases of KVYO, at an average price of $29.70, for a total of 1.75 Mil shares. In addition, there have been 2 sales at an average price of $34.21 for 101,705.00 shares. Based on historical transaction data and KVYO's current price of $32.85, Claro Advisors LLC's estimated gain on his KVYO holdings is $5.65 Mil, reflecting a 10.87% gain to date.

Claro Advisors LLC KVYO ($32.85) Holding Chart

Claro Advisors LLC KVYO ($32.85) 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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