Tru Wealth Advisors, LLC Fs Kkr Capital Corp Transaction History

Tru Wealth Advisors, LLC

$1.61 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$18.37 - $23.1 $195,015 - $245,229	-10,616 Closed	0 $0
Q1 2022 Apr 27, 2022	SELL	$21.15 - $23.3 $53,869 - $59,345	-2,547 Reduced 19.35%	10,616 $242,000
Q4 2021 Jan 19, 2022	SELL	$19.92 - $23.13 $160,893 - $186,821	-8,077 Reduced 38.03%	13,163 $276,000
Q3 2021 Oct 29, 2021	SELL	$20.66 - $23.37 $40,803 - $46,155	-1,975 Reduced 8.51%	21,240 $468,000
Q2 2021 Jul 29, 2021	BUY	$20.2 - $23.31 $468,943 - $541,141	23,215 New	23,215 $499,000

Others Institutions Holding FSK

# of Institutions

523

Shares Held

81.8M

Call Options Held

708K

Put Options Held

1.11M

Van Eck Associates Corp

5.75M
Shares

$117 Million
0.15% of portfolio
Commonwealth Equity Services, LLC

4.28M
Shares

$86.9 Million
0.13% of portfolio
Morgan Stanley New York, NY

3.67M
Shares

$74.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

3.35M
Shares

$68 Million
0.03% of portfolio
International Assets Investment Management, LLC Orlando, FL

3.17M
Shares

$64.2 Million
0.89% of portfolio

About FS KKR Capital Corp

Ticker FSK
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
FS KKR Capital Corp. is a business development company specializing in investments in debt securities. It provides customized credit solutions to private middle market U.S. companies. It invest primarily in the senior secured debt and, to a lesser extent, the subordinated debt of private middle market U.S. companies. It seeks to purchase interes...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tru Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tru Wealth Advisors, LLC with notifications on news.