Modern Wealth Management, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, Modern Wealth Management, LLC holds 166,877 shares of KNG stock, worth $8.18 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
166,877
Previous 158,519
5.27%
Holding current value
$8.18 Million
Previous $8.01 Billion
99.89%
% of portfolio
0.28%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding KNG
# of Institutions
338Shares Held
47.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.76MShares$283 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.02MShares$246 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA4.45MShares$218 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.58MShares$127 Million0.05% of portfolio
-
Ubs Group Ag2.1MShares$103 Million0.02% of portfolio