Pcg Wealth Advisors, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Pcg Wealth Advisors, LLC
- $271 Million
- Q1 2025
A detailed history of Pcg Wealth Advisors, LLC transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 61,509 shares of KNG stock, worth $2.98 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
61,509
Previous 65,438
6.0%
Holding current value
$2.98 Million
Previous $3.29 Million
5.42%
% of portfolio
1.15%
Previous 1.28%
Shares
5 transactions
Others Institutions Holding KNG
# of Institutions
337Shares Held
47.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.76MShares$279 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.02MShares$243 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA4.45MShares$215 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.58MShares$125 Million0.05% of portfolio
-
Ubs Group Ag2.1MShares$102 Million0.02% of portfolio