Concurrent Investment Advisors, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 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 45,711 shares of KNG stock, worth $2.33 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
45,711
Previous 45,037
1.5%
Holding current value
$2.33 Million
Previous $2.45 Billion
6.46%
% of portfolio
0.06%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding KNG
# of Institutions
314Shares Held
45MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.9MShares$250 Million0.1% of portfolio
-
Morgan Stanley New York, NY4.89MShares$250 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.54MShares$232 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.93MShares$150 Million0.06% of portfolio
-
Ubs Group Ag1.87MShares$95.4 Million0.02% of portfolio