SWA
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Serenus Wealth Advisors’s KKR & Co KKR Stock Holding History

Serenus Wealth Advisors’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$240K Hold
1,806
– – 0.04% 54
2025
Q1 		$209K Hold
1,806
– – 0.03% 58
2024
Q4 		$267K Buy
+1,806
New +$267K 0.05% 45