Iams Wealth Management, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Iams Wealth Management, LLC
- $219 Billion
- Q4 2024
A detailed history of Iams Wealth Management, LLC transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, Iams Wealth Management, LLC holds 42,374 shares of KNG stock, worth $2.16 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
42,374
Previous 39,662
6.84%
Holding current value
$2.16 Million
Previous $2.16 Billion
1.54%
% of portfolio
0.97%
Previous 1.06%
Shares
4 transactions
Others Institutions Holding KNG
# of Institutions
328Shares Held
47.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.5MShares$281 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.9MShares$250 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA4.74MShares$242 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.93MShares$150 Million0.06% of portfolio
-
Ubs Group Ag1.92MShares$98.1 Million0.02% of portfolio