Kingswood Wealth Advisors, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 12,993 shares of DYNF stock, worth $677,584. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,993
Previous 11,242
15.58%
Holding current value
$677,584
Previous $528 Million
21.81%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DYNF
# of Institutions
437Shares Held
235MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.45 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.2MShares$1.05 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY13.6MShares$711 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$518 Million1.76% of portfolio
-
Cwm, LLC8.85MShares$461 Million1.88% of portfolio