Triad Wealth Partners, LLC KNG Holdings History
Triad Wealth Partners, LLC's FT Vest S&P 500 Dividend Aristocrats Target Income ETF Holding Summary
As of 2025-06-30, Triad Wealth Partners, LLC held 90,383.00 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF(KNG), totaling $4.44 Mil. This investment constitutes 0.9% of their stock portfolio, and Triad Wealth Partners, LLC now holds 0.12% of the outstanding FT Vest S&P 500 Dividend Aristocrats Target Income ETF(KNG) stock.
The initial trade took place in 2024Q2. And since then Triad Wealth Partners, LLC has made 2 purchases of KNG, at an average price of $48.70, for a total of 91,486.00 shares. In addition, there have been 1 sales at an average price of $52.52 for 1,103.00 shares. Based on historical transaction data and KNG's current price of $50.38, Triad Wealth Partners, LLC's estimated gain on his KNG holdings is $156,330.13, reflecting a 3.51% gain to date.
Triad Wealth Partners, LLC KNG ($50.38) Holding Chart
Triad Wealth Partners, LLC KNG ($50.38) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
