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

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$50.4 - $53.5 $55,591 - $59,010	1,103 New	1,103 $55.7 Million

Others Institutions Holding KNG

# of Institutions

277

Shares Held

37.3M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.4M
Shares

$236 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

4.05M
Shares

$217 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

3.91M
Shares

$210 Million
0.1% of portfolio
Envestnet Asset Management Inc

1.66M
Shares

$88.9 Million
0.03% of portfolio
Raymond James & Associates St Petersburg, FL

1.56M
Shares

$83.9 Million
0.05% of portfolio

About FT CBOE VEST S&P 500 DIVIDEND

Ticker KNG
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