Stonebridge Financial Planning Group, LLC Ft Cboe Vest S&P 500 Dividend Transaction History

Stonebridge Financial Planning Group, LLC

$209 Million
Q1 2025

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 54,101 shares of KNG stock, worth $2.62 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

54,101

Previous 45,520 18.85%

Holding current value

$2.62 Million

Previous $2.29 Million 19.61%

% of portfolio

1.31%

Previous 1.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$49.22 - $51.73 $422,356 - $443,895	8,581 Added 18.85%	54,101 $2.73 Million
Q4 2024 Feb 18, 2025	BUY	$50.06 - $55.0 $291,949 - $320,760	5,832 Added 14.69%	45,520 $2.29 Million
Q3 2024 Nov 08, 2024	BUY	$50.02 - $54.5 $193,177 - $210,479	3,862 Added 10.78%	39,688 $2.16 Million
Q2 2024 Aug 07, 2024	BUY	$50.4 - $53.5 $444,477 - $471,816	8,819 Added 32.65%	35,826 $1.81 Million
Q1 2024 May 13, 2024	BUY	$50.5 - $53.71 $199,071 - $211,724	3,942 Added 17.09%	27,007 $1.45 Million
Q4 2023 Feb 05, 2024	BUY	$46.64 - $51.74 $609,818 - $676,500	13,075 Added 130.88%	23,065 $1.19 Million
Q3 2023 Nov 07, 2023	BUY	$49.35 - $54.37 $493,006 - $543,156	9,990 New	9,990 $493,000

Others Institutions Holding KNG

# of Institutions

337

Shares Held

47.4M

Call Options Held

Put Options Held

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About FT CBOE VEST S&P 500 DIVIDEND

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Stonebridge Financial Planning Group, LLC Ft Cboe Vest S&P 500 Dividend Transaction History