True Wealth Advisors, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
True Wealth Advisors, LLC
- $271 Million
- Q3 2024
A detailed history of True Wealth Advisors, LLC transactions in Ft Cboe Vest S&P 500 Dividend stock. As of the latest transaction made, True Wealth Advisors, LLC holds 44,346 shares of KNG stock, worth $2.25 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
44,346
Previous 42,337
4.75%
Holding current value
$2.25 Million
Previous $2.14 Million
12.96%
% of portfolio
0.89%
Previous 0.86%
Shares
6 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