Collaborative Wealth Managment Inc. Ft Cboe Vest S&P 500 Dividend Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 30,815 shares of KNG stock, worth $1.56 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
30,815
Previous 29,542
4.31%
Holding current value
$1.56 Million
Previous $1.61 Million
3.85%
% of portfolio
0.72%
Previous 0.75%
Shares
13 transactions
Others Institutions Holding KNG
# of Institutions
315Shares Held
45MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.9MShares$248 Million0.1% of portfolio
-
Morgan Stanley New York, NY4.89MShares$248 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.54MShares$230 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.93MShares$149 Million0.06% of portfolio
-
Ubs Group Ag1.87MShares$94.6 Million0.02% of portfolio