Tandem Financial, LLC KNG Holdings History
Number of Shares
134,139.00
Current Holdings Value*
$6.78 Mil
% of Portfolio
7.33%
Total Estimate Gain
$-402,094.79
% of Total Estimate Gain
-5.64%
Tandem Financial, LLC's FT Vest S&P 500 Dividend Aristocrats Target Income ETF Holding Summary
As of 2025-03-31, Tandem Financial, LLC held 134,139.00 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF(KNG), totaling $6.78 Mil. This investment constitutes 7.33% of their stock portfolio, and Tandem Financial, LLC now holds 0.18% 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 Tandem Financial, LLC has made 1 purchases of KNG, at an average price of $53.11, for a total of 134,139.00 shares. Based on historical transaction data and KNG's current price of $50.11, Tandem Financial, LLC's estimated gain on his KNG holdings is $-402,094.79, reflecting a -5.64% gain to date.
Tandem Financial, LLC KNG ($50.11) Holding Chart
Tandem Financial, LLC KNG ($50.11) 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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