Stonehaven Wealth & Tax Solutions, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $94.7 Billion
- Q1 2025
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 27,210 shares of KNG stock, worth $1.36 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
27,210
Previous 21,266
27.95%
Holding current value
$1.36 Million
Previous $1.07 Billion
28.74%
% of portfolio
1.45%
Previous 1.16%
Shares
2 transactions
Others Institutions Holding KNG
# of Institutions
338Shares Held
47.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.76MShares$288 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.02MShares$251 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA4.45MShares$222 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.58MShares$129 Million0.05% of portfolio
-
Ubs Group Ag2.1MShares$105 Million0.02% of portfolio