Precedent Wealth Partners, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Precedent Wealth Partners, LLC
- $454 Billion
- Q3 2025
A detailed history of Precedent Wealth Partners, LLC transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 28,253 shares of KNG stock, worth $1.38 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
28,253
Previous 26,997
4.65%
Holding current value
$1.38 Million
Previous $1.33 Billion
5.1%
% of portfolio
0.31%
Previous 0.32%
Shares
6 transactions
Others Institutions Holding KNG
# of Institutions
324Shares Held
46.5MCall Options Held
530KPut Options Held
0-
Morgan Stanley New York, NY6.1MShares$299 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.7MShares$280 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$203 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.65MShares$130 Million0.05% of portfolio
-
Ubs Group Ag2.2MShares$108 Million0.02% of portfolio