Olistico Wealth, LLC
Position in KYN — Kayne Anderson Energy Infrastructure Fund, Inc.
CIK 1962695
TULSA, OK
Position in KYN
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$8,574
-$279 QoQ
Shares Held
620
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#76
of 88 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KYN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Olistico Wealth, LLC holds $226,561 across 7 Asset Management names. KYN ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
4,400 | $65,472 | |
| 2 | BLK |
BlackRock, Inc.
|
66 | $63,462 | |
| 3 | NTRS |
Northern Trust Corp
|
300 | $52,152 | |
| 4 | HPS |
John Hancock Preferred Income Fund III
|
1,019 | $14,816 | |
| 5 | APO |
Apollo Global Management, Inc.
|
115 | $13,605 | |
| 6 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
This page
|
620 | $8,574 | |
| 7 | STT |
State Street Corp
|
50 | $8,480 |
All Filings in KYN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,574 | 620 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $8,853 | 620 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $7,675 | 620 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $7,886 | 620 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,954 | 620 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,880 | 620 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,820 | 620 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $6,404 | 620 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||