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Asset Planning Inc’s KKR & Co KKR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$88.9K Buy
668
+1
+0.1% +$133 0.07% 118
2025
Q1
$77.1K Buy
667
+1
+0.2% +$116 0.06% 121
2024
Q4
$98.6K Buy
+666
New +$98.6K 0.08% 107