True Wealth Advisors, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, True Wealth Advisors, LLC holds 47,009 shares of KNG stock, worth $2.39 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
47,009
Previous 44,346
6.01%
Holding current value
$2.39 Million
Previous $2.42 Million
2.28%
% of portfolio
0.9%
Previous 0.89%
Shares
7 transactions
Others Institutions Holding KNG
# of Institutions
300Shares Held
39.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.89MShares$249 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.54MShares$231 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.53MShares$230 Million0.11% of portfolio
-
Ubs Group Ag1.87MShares$95.2 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.66MShares$84.4 Million0.03% of portfolio