Stonehaven Wealth & Tax Solutions, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $108 Billion
- Q3 2025
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 28,488 shares of KNG stock, worth $1.39 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
28,488
Previous 27,664
2.98%
Holding current value
$1.39 Million
Previous $1.36 Billion
3.42%
% of portfolio
1.3%
Previous 1.33%
Shares
4 transactions
Others Institutions Holding KNG
# of Institutions
328Shares Held
46.1MCall Options Held
530KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC6.03MShares$295 Million0.09% of portfolio
-
Morgan Stanley New York, NY5.84MShares$285 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA4.15MShares$203 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.51MShares$123 Million0.04% of portfolio
-
Ubs Group Ag2.3MShares$112 Million0.02% of portfolio