Concurrent Investment Advisors, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 55,460 shares of KNG stock, worth $2.72 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
55,460
Previous 45,711
21.33%
Holding current value
$2.72 Million
Previous $2.3 Billion
22.08%
% of portfolio
0.07%
Previous 0.06%
Shares
6 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