Number of Shares
14,913.00
Current Holdings Value*
$6.03 Mil
% of Portfolio
1.5%
Total Estimate Gain
$1.36 Mil
% of Total Estimate Gain
28.59%

KPP Advisory Services LLC's Strategy Holding Summary

As of 2025-06-30, KPP Advisory Services LLC held 14,913.00 shares of Strategy(MSTR), totaling $6.03 Mil. This investment constitutes 1.5% of their stock portfolio, and KPP Advisory Services LLC now holds 0.01% of the outstanding Strategy(MSTR) stock.

The initial trade took place in 2025Q1. And since then KPP Advisory Services LLC has made 2 purchases of MSTR, at an average price of $318.06, for a total of 14,913.00 shares. Based on historical transaction data and MSTR's current price of $409.00, KPP Advisory Services LLC's estimated gain on his MSTR holdings is $1.36 Mil, reflecting a 28.59% gain to date.

KPP Advisory Services LLC MSTR ($409.00) Holding Chart

KPP Advisory Services LLC MSTR ($409.00) 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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