Summit Financial Wealth Advisors, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Summit Financial Wealth Advisors, LLC
- $495 Million
- Q1 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 6,325 shares of KNG stock, worth $306,193. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,325
Previous 6,325
-0.0%
Holding current value
$306,193
Previous $317,000
0.63%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding KNG
# of Institutions
337Shares Held
47.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.76MShares$279 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.02MShares$243 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA4.45MShares$215 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.58MShares$125 Million0.05% of portfolio
-
Ubs Group Ag2.1MShares$102 Million0.02% of portfolio