Wealth Trust Asset Management, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Wealth Trust Asset Management, LLC
- $132 Million
- Q3 2024
A detailed history of Wealth Trust Asset Management, LLC transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 8,818 shares of KNG stock, worth $469,470. This represents 0.36% of its overall portfolio holdings.
Number of Shares
8,818
Previous 8,120
8.6%
Holding current value
$469,470
Previous $410,000
17.07%
% of portfolio
0.36%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding KNG
# of Institutions
292Shares Held
39.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.89MShares$260 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.54MShares$242 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.53MShares$241 Million0.11% of portfolio
-
Ubs Group Ag1.87MShares$99.5 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.66MShares$88.3 Million0.03% of portfolio