Number of Shares
398,473.00
Current Holdings Value*
$21.40 Mil
% of Portfolio
4.04%
Total Estimate Gain
$-720,086.65
% of Total Estimate Gain
-3.48%

Coppell Advisory Solutions Corp.'s FT Vest S&P 500 Dividend Aristocrats Target Income ETF Holding Summary

As of 2024-03-31, Coppell Advisory Solutions Corp. held 398,473.00 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF(KNG), totaling $21.40 Mil. This investment constitutes 4.04% of their stock portfolio, and Coppell Advisory Solutions Corp. now holds -% of the outstanding FT Vest S&P 500 Dividend Aristocrats Target Income ETF(KNG) stock.

The initial trade took place in 2022Q4. And since then Coppell Advisory Solutions Corp. has made 1 purchases of KNG, at an average price of $51.78, for a total of 399,709.00 shares. In addition, there have been 1 sales at an average price of $51.10 for 1,236.00 shares. Based on historical transaction data and KNG's current price of $49.98, Coppell Advisory Solutions Corp.'s estimated gain on his KNG holdings is $-720,086.65, reflecting a -3.48% gain to date.

Coppell Advisory Solutions Corp. KNG ($49.98) Holding Chart

Coppell Advisory Solutions Corp. KNG ($49.98) 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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