Ever Source Wealth Advisors, LLC Kkr Income Opportunities Fund Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Kkr Income Opportunities Fund stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,868 shares of KIO stock, worth $21,874. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,868
Previous 1,235
51.26%
Holding current value
$21,874
Previous $15,000
53.33%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding KIO
# of Institutions
101Shares Held
10.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.71MShares$20.1 Million0.0% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.12MShares$13.2 Million0.19% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN1.07MShares$12.5 Million0.27% of portfolio
-
Guggenheim Capital LLC Chicago, IL718KShares$8.41 Million0.07% of portfolio
-
Ubs Group Ag572KShares$6.7 Million0.0% of portfolio
About KKR Income Opportunities Fund
- Ticker KIO
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- KKR Income Opportunities Fund is a close ended fixed income mutual fund launched by Kohlberg Kravis Roberts & Co. L.P. The fund is managed by KKR Asset Management LLC. It invests in fixed income markets and hedging markets across the globe. The fund primarily invests in first- and second-lien secured loans, unsecured loans and high yield co...