Avantax Planning Partners, Inc. Ft Cboe Vest S&P 500 Dividend Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 4,954 shares of KNG stock, worth $263,750. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,954
Previous 4,297
15.29%
Holding current value
$263,750
Previous $217,000
23.96%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding KNG
# of Institutions
292Shares Held
39.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.89MShares$260 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.54MShares$242 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.53MShares$241 Million0.11% of portfolio
-
Ubs Group Ag1.87MShares$99.5 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.66MShares$88.3 Million0.03% of portfolio