MSWA
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Marshall & Sterling Wealth Advisors’s Kimbell Royalty Partners KRP Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio KRP Stock Details KRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-97
Closed -$1.57K – 654
2024
Q4 		$1.57K Buy
+97
New +$1.56K ﹤0.01% 317

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UBS Group
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MRCM
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Macquarie Group
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GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return