Kingswood Wealth Advisors, LLC Ishares Tr Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 7,140 shares of IFRA stock, worth $332,866. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,140
Previous 7,080
0.85%
Holding current value
$332,866
Previous $298 Million
12.45%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding IFRA
# of Institutions
449Shares Held
44.3MCall Options Held
25.2KPut Options Held
200-
Envestnet Asset Management Inc7.22MShares$337 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$251 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.17MShares$101 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.02MShares$94.1 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.52MShares$71 Million0.01% of portfolio