Concurrent Investment Advisors, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 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 64,317 shares of KNG stock, worth $3.15 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
64,317
Previous 61,331
4.87%
Holding current value
$3.15 Million
Previous $3.01 Billion
5.32%
% of portfolio
0.05%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding KNG
# of Institutions
324Shares Held
46.6MCall Options Held
530KPut Options Held
0-
Morgan Stanley New York, NY6.1MShares$299 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.7MShares$280 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$203 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.65MShares$130 Million0.05% of portfolio
-
Ubs Group Ag2.2MShares$108 Million0.02% of portfolio