Summit Financial Wealth Advisors, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
Summit Financial Wealth Advisors, LLC
- $609 Million
- Q3 2025
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 5,325 shares of KNG stock, worth $260,286. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,325
Previous 6,325
15.81%
Holding current value
$260,286
Previous $310,000
15.48%
% of portfolio
0.04%
Previous 0.06%
Shares
2 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