Kingswood Wealth Advisors, LLC Ishares Morningstar Mid Cap Et Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,324 shares of IMCB stock, worth $255,781. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,324Holding current value
$255,781% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IMCB
# of Institutions
197Shares Held
8MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.26MShares$97.1 Million0.02% of portfolio
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Morgan Stanley New York, NY1.19MShares$91.9 Million0.01% of portfolio
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Fortitude Financial, LLC Spokane, WA483KShares$37.2 Million20.57% of portfolio
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Lpl Financial LLC Fort Mill, SC454KShares$34.9 Million0.01% of portfolio
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Commonwealth Equity Services, LLC399KShares$30.7 Million0.04% of portfolio