Summit Financial Wealth Advisors, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Summit Financial Wealth Advisors, LLC
- $609 Million
- Q3 2025
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 5,325 shares of KNG stock, worth $263,268. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,325
Previous 6,325
15.81%
Holding current value
$263,268
Previous $310,000
15.48%
% of portfolio
0.04%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding KNG
# of Institutions
328Shares Held
48.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.1MShares$301 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.7MShares$282 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$205 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.65MShares$131 Million0.05% of portfolio
-
Ubs Group Ag2.2MShares$109 Million0.02% of portfolio