Compass Financial Services Inc KNG Holdings History
Compass Financial Services Inc's FT Vest S&P 500 Dividend Aristocrats Target Income ETF Holding Summary
As of 2025-03-31, Compass Financial Services Inc held 326,432.00 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF(KNG), totaling $16.49 Mil. This investment constitutes 8.66% of their stock portfolio, and Compass Financial Services Inc now holds 0.43% of the outstanding FT Vest S&P 500 Dividend Aristocrats Target Income ETF(KNG) stock.
The initial trade took place in 2024Q4. And since then Compass Financial Services Inc has made 1 purchases of KNG, at an average price of $53.03, for a total of 326,432.00 shares. Based on historical transaction data and KNG's current price of $49.48, Compass Financial Services Inc's estimated gain on his KNG holdings is $-1.16 Mil, reflecting a -6.70% gain to date.
Compass Financial Services Inc KNG ($49.48) Holding Chart
Compass Financial Services Inc KNG ($49.48) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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