Pcg Wealth Advisors, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Pcg Wealth Advisors, LLC
- $247 Million
- Q3 2024
A detailed history of Pcg Wealth Advisors, LLC transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 66,094 shares of KNG stock, worth $3.25 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
66,094
Previous 65,075
1.57%
Holding current value
$3.25 Million
Previous $3.29 Million
9.52%
% of portfolio
1.46%
Previous 1.49%
Shares
3 transactions
Others Institutions Holding KNG
# of Institutions
295Shares Held
39.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.89MShares$241 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.54MShares$223 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.53MShares$223 Million0.11% of portfolio
-
Ubs Group Ag1.87MShares$92 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.66MShares$81.6 Million0.03% of portfolio