Summit Wealth Partners, LLC Ft Cboe Vest S&P 500 Dividend Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 22,672 shares of KNG stock, worth $1.2 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

22,672

Previous 23,646 4.12%

Holding current value

$1.2 Million

Previous $1.19 Billion 3.4%

% of portfolio

0.24%

Previous 0.25%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$50.02 - $54.5 $48,719 - $53,083	-974 Reduced 4.12%	22,672 $1.24 Billion
Q2 2024 Sep 11, 2024	SELL	$50.4 - $53.5 $95,659 - $101,543	-1,898 Reduced 7.43%	23,646 $1.19 Billion
Q1 2024 Sep 11, 2024	BUY	$50.5 - $53.71 $9,999 - $10,634	198 Added 0.78%	25,544 $1.37 Billion
Q4 2023 Sep 11, 2024	BUY	$46.64 - $51.74 $289,354 - $320,994	6,204 Added 32.41%	25,346 $1.31 Billion
Q3 2023 Sep 11, 2024	BUY	$49.35 - $54.37 $109,458 - $120,592	2,218 Added 13.11%	19,142 $945 Million
Q2 2023 Sep 11, 2024	BUY	$49.49 - $52.94 $104,374 - $111,650	2,109 Added 14.24%	16,924 $894 Million
Q3 2022 Sep 11, 2024	BUY	$45.6 - $54.44 $37,209 - $44,423	816 Added 5.83%	14,815 $676 Million
Q2 2022 Sep 11, 2024	SELL	$47.75 - $56.45 $8,117 - $9,596	-170 Reduced 1.2%	13,999 $687 Million
Q1 2022 Sep 11, 2024	BUY	$52.15 - $57.45 $93,244 - $102,720	1,788 Added 14.44%	14,169 $777 Million
Q4 2021 Sep 10, 2024	BUY	$52.06 - $57.22 $644,554 - $708,440	12,381 New	12,381 $708 Million

Others Institutions Holding KNG

# of Institutions

272

Shares Held

37.1M

Call Options Held

Put Options Held

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About FT CBOE VEST S&P 500 DIVIDEND

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Summit Wealth Partners, LLC Ft Cboe Vest S&P 500 Dividend Transaction History