FTWA
Fifth Third Wealth Advisors’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
7,745
-132
| -2% | -$17.6K | 0.04% | 233 |
|
|
2025
Q1 | $911K | Buy |
7,877
+339
| +4% | +$39.2K | 0.05% | 233 |
|
|
2024
Q4 | $1.11M | Sell |
7,538
-4
| -0.1% | -$592 | 0.06% | 191 |
|
|
2024
Q3 | $985K | Buy |
7,542
+361
| +5% | +$47.1K | 0.06% | 193 |
|
|
2024
Q2 | $756K | Buy |
7,181
+5,071
| +240% | +$534K | 0.06% | 197 |
|
|
2024
Q1 | $212K | Buy |
+2,110
| New | +$212K | 0.03% | 234 |
|