Kingswood Wealth Advisors, LLC Ishares U.S. Treasury Bond ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 68,020 shares of GOVT stock, worth $1.57 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
68,020
Previous 69,778
2.52%
Holding current value
$1.57 Million
Previous $1.59 Billion
3.38%
% of portfolio
0.14%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding GOVT
# of Institutions
750Shares Held
994MCall Options Held
11.7KPut Options Held
619K-
Bank Of America Corp Charlotte, NC369MShares$8.53 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC104MShares$2.41 Billion1.2% of portfolio
-
Envestnet Asset Management Inc57.4MShares$1.33 Billion0.46% of portfolio
-
Truist Financial Corp54.3MShares$1.26 Billion1.89% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA34MShares$786 Million0.51% of portfolio