Collaborative Wealth Managment Inc. Ft Cboe Vest S&P 500 Dividend Transaction History
Collaborative Wealth Managment Inc.
- $200 Million
- Q2 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 28,877 shares of KNG stock, worth $1.55 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
28,877
Previous 25,616
12.73%
Holding current value
$1.55 Million
Previous $1.38 Million
6.04%
% of portfolio
0.73%
Previous 0.7%
Shares
11 transactions
Others Institutions Holding KNG
# of Institutions
277Shares Held
37.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.4MShares$236 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.05MShares$217 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.91MShares$210 Million0.1% of portfolio
-
Envestnet Asset Management Inc1.66MShares$88.9 Million0.03% of portfolio
-
Raymond James & Associates St Petersburg, FL1.56MShares$83.9 Million0.05% of portfolio