KKR & CO INC

Ticker: KKR CUSIP: 48251W104 Class: COM

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 10,260 Value ($000) $1,308 Avg Close $124.29 Range $111.92 - $144.84
Q3 2025
Shares 10,736 Value ($000) $1,395 Avg Close $141.65 Range $126.37 - $153.43
Q2 2025
Shares 10,903 Value ($000) $1,450 Avg Close $116.65 Range $85.77 - $135.75
Q1 2025
Shares 11,980 Value ($000) $1,385 Avg Close $136.88 Range $104.83 - $169.44
Q4 2024
Shares 7,564 Value ($000) $1,119 Avg Close $145.82 Range $127.81 - $162.76
Q3 2024
Shares 7,564 Value ($000) $988 Avg Close $117.42 Range $97.42 - $133.92
Q2 2024
Shares 7,654 Value ($000) $806 Avg Close $100.87 Range $90.99 - $112.95
Q1 2024
Shares 7,763 Value ($000) $781 Avg Close $90.96 Range $78.02 - $102.43
Q4 2023
Shares 5,084 Value ($000) $421 Avg Close $66.83 Range $52.95 - $84.65
Q3 2023
Shares 5,537 Value ($000) $341 Avg Close $59.78 Range $52.05 - $63.84
Q2 2023
Shares 5,970 Value ($000) $334 Avg Close $51.41 Range $46.82 - $57.89
Q1 2023
Shares 5,970 Value ($000) $314 Avg Close $52.51 Range $45.25 - $59.15
Q4 2022
Shares 6,116 Value ($000) $284 Avg Close $47.56 Range $40.69 - $56.24
Q3 2022
Shares 9,928 Value ($000) $427 Avg Close $49.17 Range $41.63 - $56.19
Q2 2022
Shares 9,928 Value ($000) $460 Avg Close $50.89 Range $43.02 - $59.58
Q1 2022
Shares 9,734 Value ($000) $569 Avg Close $60.88 Range $48.95 - $72.64
Q4 2021
Shares 9,392 Value ($000) $700 Avg Close $71.22 Range $57.53 - $80.91
Q3 2021
Shares 8,978 Value ($000) $547 Avg Close $60.50 Range $54.66 - $65.25
Q2 2021
Shares 7,968 Value ($000) $472 Avg Close $53.34 Range $47.31 - $58.74
Q1 2021
Shares 7,533 Value ($000) $368 Avg Close $42.88 Range $35.88 - $47.78
Q4 2020
Shares 5,156 Value ($000) $209 Avg Close $36.10 Range $32.08 - $38.96