Concurrent Investment Advisors, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 27,618 shares of KNG stock, worth $1.47 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
27,618
Previous 26,310
4.97%
Holding current value
$1.47 Million
Previous $1.41 Billion
1.26%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding KNG
# of Institutions
273Shares Held
36.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.4MShares$234 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.05MShares$215 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.91MShares$208 Million0.1% of portfolio
-
Ubs Group Ag1.51MShares$80.4 Million0.02% of portfolio
-
Raymond James & Associates St Petersburg, FL1.51MShares$80.2 Million0.05% of portfolio