Concurrent Investment Advisors, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 2024
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 26,310 shares of KNG stock, worth $1.36 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
26,310
Previous 24,078
9.27%
Holding current value
$1.36 Million
Previous $1.24 Billion
13.56%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding KNG
# of Institutions
265Shares Held
33.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.93MShares$203 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA3.83MShares$199 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.2MShares$166 Million0.09% of portfolio
-
Raymond James & Associates St Petersburg, FL1.51MShares$78.3 Million0.05% of portfolio
-
Ubs Group Ag1.37MShares$70.9 Million0.02% of portfolio