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

Summit Wealth Partners, LLC

$482 Billion
Q2 2024

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 23,646 shares of KNG stock, worth $1.28 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

23,646

Previous 25,544 7.43%

Holding current value

$1.28 Million

Previous $1.37 Billion 12.93%

% of portfolio

0.25%

Previous 0.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

274

Shares Held

36.5M

Call Options Held

Put Options Held

View Full List

About FT CBOE VEST S&P 500 DIVIDEND

Ticker KNG
Sector ETFs
Industry ETFs

More about KNG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Account

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