Concurrent Investment Advisors, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 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 45,037 shares of KNG stock, worth $2.4 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
45,037
Previous 27,618
63.07%
Holding current value
$2.4 Million
Previous $1.4 Billion
75.85%
% of portfolio
0.07%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding KNG
# of Institutions
292Shares Held
39.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.89MShares$260 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.54MShares$242 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.53MShares$241 Million0.11% of portfolio
-
Ubs Group Ag1.87MShares$99.5 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.66MShares$88.3 Million0.03% of portfolio