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

Stonebridge Financial Planning Group, LLC

$202 Million
Q3 2024

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 39,688 shares of KNG stock, worth $2 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

39,688

Previous 35,826 10.78%

Holding current value

$2 Million

Previous $1.81 Million 19.51%

% of portfolio

1.07%

Previous 0.94%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

293

Shares Held

39.6M

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