Iams Wealth Management, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Iams Wealth Management, LLC
- $277 Billion
- Q4 2025
A detailed history of Iams Wealth Management, LLC transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, Iams Wealth Management, LLC holds 21,967 shares of KNG stock, worth $1.07 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
21,967
Previous 24,082
8.78%
Holding current value
$1.07 Million
Previous $1.19 Billion
9.08%
% of portfolio
0.39%
Previous 0.48%
Shares
8 transactions
Others Institutions Holding KNG
# of Institutions
330Shares Held
46MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC6.03MShares$295 Million0.09% of portfolio
-
Morgan Stanley New York, NY5.84MShares$285 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.15MShares$203 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.51MShares$123 Million0.04% of portfolio
-
Ubs Group Ag2.11MShares$103 Million0.02% of portfolio