Precedent Wealth Partners, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 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 17,807 shares of KNG stock, worth $910,828. This represents 0.29% of its overall portfolio holdings.
Number of Shares
17,807
Previous 17,469
1.93%
Holding current value
$910,828
Previous $952 Million
6.06%
% of portfolio
0.29%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding KNG
# of Institutions
306Shares Held
40.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.89MShares$250 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.54MShares$232 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.53MShares$231 Million0.11% of portfolio
-
Ubs Group Ag1.87MShares$95.6 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.66MShares$84.8 Million0.03% of portfolio