Beam Wealth Advisors, Inc. Ft Cboe Vest S&P 500 Dividend Transaction History
Beam Wealth Advisors, Inc.
- $330 Million
- Q3 2025
A detailed history of Beam Wealth Advisors, Inc. transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 16,435 shares of KNG stock, worth $803,342. This represents 0.25% of its overall portfolio holdings.
Number of Shares
16,435
Previous 12,899
27.41%
Holding current value
$803,342
Previous $633,000
27.96%
% of portfolio
0.25%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding KNG
# of Institutions
328Shares Held
46.1MCall Options Held
530KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC6.03MShares$295 Million0.09% of portfolio
-
Morgan Stanley New York, NY5.84MShares$285 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.15MShares$203 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.51MShares$123 Million0.04% of portfolio
-
Ubs Group Ag2.3MShares$112 Million0.02% of portfolio