Evoke Wealth, LLC KKR Holdings History

Number of Shares
156,973.00
Current Holdings Value*
$18.15 Mil
% of Portfolio
0.47%
Total Estimate Gain
$1.45 Mil
% of Total Estimate Gain
6.62%

Evoke Wealth, LLC's KKR & Co Inc Holding Summary

As of 2025-03-31, Evoke Wealth, LLC held 156,973.00 shares of KKR & Co Inc(KKR), totaling $18.15 Mil. This investment constitutes 0.47% of their stock portfolio, and Evoke Wealth, LLC now holds 0.02% of the outstanding KKR & Co Inc(KKR) stock.

The initial trade took place in 2021Q3. And since then Evoke Wealth, LLC has made 5 purchases of KKR, at an average price of $135.39, for a total of 162,361.00 shares. In addition, there have been 2 sales at an average price of $96.80 for 5,388.00 shares. Based on historical transaction data and KKR's current price of $145.98, Evoke Wealth, LLC's estimated gain on his KKR holdings is $1.45 Mil, reflecting a 6.62% gain to date.

Evoke Wealth, LLC KKR ($145.98) Holding Chart

Evoke Wealth, LLC KKR ($145.98) 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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