Summit Wealth Partners, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 23,646 shares of KNG stock, worth $1.28 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
23,646
Previous 25,544
7.43%
Holding current value
$1.28 Million
Previous $1.37 Billion
12.93%
% of portfolio
0.25%
Previous 0.29%
Shares
9 transactions
Others Institutions Holding KNG
# of Institutions
274Shares Held
36.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.4MShares$239 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.05MShares$220 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.91MShares$212 Million0.1% of portfolio
-
Ubs Group Ag1.51MShares$82.1 Million0.02% of portfolio
-
Raymond James & Associates St Petersburg, FL1.51MShares$81.9 Million0.05% of portfolio