Iams Wealth Management, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Iams Wealth Management, LLC
- $218 Billion
- Q2 2025
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 23,848 shares of KNG stock, worth $1.19 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
23,848
Previous 43,246
44.86%
Holding current value
$1.19 Million
Previous $2.18 Billion
46.4%
% of portfolio
0.54%
Previous 1.0%
Shares
6 transactions
Others Institutions Holding KNG
# of Institutions
336Shares Held
48.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.76MShares$287 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.02MShares$250 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA4.45MShares$221 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.58MShares$128 Million0.05% of portfolio
-
Ubs Group Ag2.1MShares$104 Million0.02% of portfolio