Number of Shares
218,516.00
Current Holdings Value*
$11.04 Mil
% of Portfolio
7.21%
Total Estimate Gain
$-152,961.20
% of Total Estimate Gain
-1.38%

Symphony Financial Services, Inc.'s FT Vest S&P 500 Dividend Aristocrats Target Income ETF Holding Summary

As of 2025-03-31, Symphony Financial Services, Inc. held 218,516.00 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF(KNG), totaling $11.04 Mil. This investment constitutes 7.21% of their stock portfolio, and Symphony Financial Services, Inc. now holds 0.29% of the outstanding FT Vest S&P 500 Dividend Aristocrats Target Income ETF(KNG) stock.

The initial trade took place in 2025Q1. And since then Symphony Financial Services, Inc. has made 1 purchases of KNG, at an average price of $50.68, for a total of 218,516.00 shares. Based on historical transaction data and KNG's current price of $49.98, Symphony Financial Services, Inc.'s estimated gain on his KNG holdings is $-152,961.20, reflecting a -1.38% gain to date.

Symphony Financial Services, Inc. KNG ($49.98) Holding Chart

Symphony Financial Services, Inc. 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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