True Wealth Advisors, LLC Ft Cboe Vest S&P 500 Dividend Transaction History
True Wealth Advisors, LLC
- $291 Million
- Q3 2025
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 51,641 shares of KNG stock, worth $2.52 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
51,641
Previous 49,293
4.76%
Holding current value
$2.52 Million
Previous $2.42 Million
5.21%
% of portfolio
0.88%
Previous 0.88%
Shares
10 transactions
Others Institutions Holding KNG
# of Institutions
329Shares Held
46.4MCall 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
-
Wells Fargo & Company San Francisco, CA4.15MShares$203 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.51MShares$123 Million0.04% of portfolio
-
Ubs Group Ag2.3MShares$112 Million0.02% of portfolio