Number of Shares
32,234.00
Current Holdings Value*
$1.63 Mil
% of Portfolio
1.84%
Total Estimate Gain
$-95,683.25
% of Total Estimate Gain
-5.62%

OFC FINANCIAL PLANNING, LLC's FT Vest S&P 500 Dividend Aristocrats Target Income ETF Holding Summary

As of 2025-03-31, OFC FINANCIAL PLANNING, LLC held 32,234.00 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF(KNG), totaling $1.63 Mil. This investment constitutes 1.84% of their stock portfolio, and OFC FINANCIAL PLANNING, LLC now holds 0.04% 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 OFC FINANCIAL PLANNING, LLC has made 1 purchases of KNG, at an average price of $52.85, for a total of 32,234.00 shares. Based on historical transaction data and KNG's current price of $49.88, OFC FINANCIAL PLANNING, LLC's estimated gain on his KNG holdings is $-95,683.25, reflecting a -5.62% gain to date.

OFC FINANCIAL PLANNING, LLC KNG ($49.88) Holding Chart

OFC FINANCIAL PLANNING, LLC KNG ($49.88) 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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