Summit Wealth Partners, LLC Ft Cboe Vest S&P 500 Dividend Transaction History

Summit Wealth Partners, LLC

  • $493 Billion
  • Q1 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 17,411 shares of KNG stock, worth $859,755. This represents 0.18% of its overall portfolio holdings.

Number of Shares
17,411
Previous 22,549 22.79%
Holding current value
$859,755
Previous $1.13 Billion 22.31%
% of portfolio
0.18%
Previous 0.23%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$49.22 - $51.73 $252,892 - $265,788
-5,138 Reduced 22.79%
17,411 $880 Million
Q4 2024

Jan 27, 2025
SELL
$50.06 - $55.0 $6,157 - $6,765
-123 Reduced 0.54%
22,549 $1.13 Billion
Q3 2024

Oct 28, 2024
SELL
$50.02 - $54.5 $48,719 - $53,083
-974 Reduced 4.12%
22,672 $1.24 Billion
Q2 2024

Sep 11, 2024
SELL
$50.4 - $53.5 $95,659 - $101,543
-1,898 Reduced 7.43%
23,646 $1.19 Billion
Q1 2024

Sep 11, 2024
BUY
$50.5 - $53.71 $9,999 - $10,634
198 Added 0.78%
25,544 $1.37 Billion
Q4 2023

Sep 11, 2024
BUY
$46.64 - $51.74 $289,354 - $320,994
6,204 Added 32.41%
25,346 $1.31 Billion
Q3 2023

Sep 11, 2024
BUY
$49.35 - $54.37 $109,458 - $120,592
2,218 Added 13.11%
19,142 $945 Million
Q2 2023

Sep 11, 2024
BUY
$49.49 - $52.94 $104,374 - $111,650
2,109 Added 14.24%
16,924 $894 Million
Q3 2022

Sep 11, 2024
BUY
$45.6 - $54.44 $37,209 - $44,423
816 Added 5.83%
14,815 $676 Million
Q2 2022

Sep 11, 2024
SELL
$47.75 - $56.45 $8,117 - $9,596
-170 Reduced 1.2%
13,999 $687 Million
Q1 2022

Sep 11, 2024
BUY
$52.15 - $57.45 $93,244 - $102,720
1,788 Added 14.44%
14,169 $777 Million
Q4 2021

Sep 10, 2024
BUY
$52.06 - $57.22 $644,554 - $708,440
12,381 New
12,381 $708 Million

Others Institutions Holding KNG

# of Institutions
338
Shares Held
49.1M
Call Options Held
0
Put Options Held
0
View Full List

About FT CBOE VEST S&P 500 DIVIDEND

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