Integrated Wealth Concepts’s KKR & Co KKR Stock Holding History

Integrated Wealth Concepts’s Portfolio KKR Stock Details KKR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$350K	Sell
2025 Q2	$414K	Buy
2025 Q1	$342K	Sell
2024 Q4	$488K	Buy
2024 Q3	$339K	Sell
2024 Q2	$309K	Buy
2024 Q1	$255K	Buy
2023 Q4	–	Sell
2023 Q3	$361K	Buy
2023 Q2	$327K	Buy
2023 Q1	$304K	Buy