Iams Wealth Management, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Iams Wealth Management, LLC
- $204 Billion
- Q3 2024
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 39,662 shares of KNG stock, worth $2.01 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
39,662
Previous 39,472
0.48%
Holding current value
$2.01 Million
Previous $1.99 Billion
8.36%
% of portfolio
1.06%
Previous 1.09%
Shares
3 transactions
Others Institutions Holding KNG
# of Institutions
293Shares Held
39.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.89MShares$248 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.54MShares$230 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.53MShares$230 Million0.11% of portfolio
-
Ubs Group Ag1.87MShares$94.8 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.66MShares$84.1 Million0.03% of portfolio