Kingswood Wealth Advisors, LLC First Trust Dorsey Wright Focu Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 12,270 shares of FV stock, worth $724,052. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,270Holding current value
$724,052% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding FV
# of Institutions
327Shares Held
42.6MCall Options Held
4.6KPut Options Held
0-
Morgan Stanley New York, NY6.88MShares$406 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC4.19MShares$247 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA4.14MShares$244 Million0.06% of portfolio
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Commonwealth Equity Services, LLC2.81MShares$166 Million0.25% of portfolio
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Raymond James & Associates St Petersburg, FL1.67MShares$98.7 Million0.06% of portfolio