Iams Wealth Management, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Iams Wealth Management, LLC
- $218 Billion
- Q1 2025
A detailed history of Iams Wealth Management, LLC transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, Iams Wealth Management, LLC holds 43,246 shares of KNG stock, worth $2.07 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
43,246
Previous 42,374
2.06%
Holding current value
$2.07 Million
Previous $2.13 Billion
2.69%
% of portfolio
1.0%
Previous 0.97%
Shares
5 transactions
Others Institutions Holding KNG
# of Institutions
336Shares Held
48.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.5MShares$263 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.9MShares$235 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA4.74MShares$227 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.93MShares$140 Million0.06% of portfolio
-
Ubs Group Ag1.92MShares$92 Million0.02% of portfolio