Precedent Wealth Partners, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 17,469 shares of KNG stock, worth $886,551. This represents 0.31% of its overall portfolio holdings.
Number of Shares
17,469
Previous 13,245
31.89%
Holding current value
$886,551
Previous $669 Million
42.23%
% of portfolio
0.31%
Previous 0.27%
Shares
2 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