Joseph P. Lucia & Associates, LLC KHPI Holdings History
Joseph P. Lucia & Associates, LLC's Kensington Hedged Premium Income ETF Holding Summary
As of 2025-03-31, Joseph P. Lucia & Associates, LLC held 16,910.00 shares of Kensington Hedged Premium Income ETF(KHPI), totaling $405,160.00. This investment constitutes 0.19% of their stock portfolio, and Joseph P. Lucia & Associates, LLC now holds 0.34% of the outstanding Kensington Hedged Premium Income ETF(KHPI) stock.
The initial trade took place in 2025Q1. And since then Joseph P. Lucia & Associates, LLC has made 1 purchases of KHPI, at an average price of $25.18, for a total of 16,910.00 shares. Based on historical transaction data and KHPI's current price of $25.62, Joseph P. Lucia & Associates, LLC's estimated gain on his KHPI holdings is $7,445.47, reflecting a 1.75% gain to date.
Joseph P. Lucia & Associates, LLC KHPI ($25.62) Holding Chart
Joseph P. Lucia & Associates, LLC KHPI ($25.62) 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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