True Wealth Advisors, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
True Wealth Advisors, LLC
- $253 Million
- Q1 2025
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 50,599 shares of KNG stock, worth $2.46 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
50,599
Previous 47,009
7.64%
Holding current value
$2.46 Million
Previous $2.36 Million
7.16%
% of portfolio
1.0%
Previous 0.9%
Shares
8 transactions
Others Institutions Holding KNG
# of Institutions
338Shares Held
47.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.76MShares$281 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.02MShares$245 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA4.45MShares$217 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.58MShares$126 Million0.05% of portfolio
-
Ubs Group Ag2.1MShares$102 Million0.02% of portfolio