Kingswood Wealth Advisors, LLC Ishares Tr Global 100 ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr Global 100 ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 42,605 shares of IOO stock, worth $4.21 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
42,605
Previous 41,330
3.08%
Holding current value
$4.21 Million
Previous $3.7 Billion
11.35%
% of portfolio
0.37%
Previous 0.43%
Shares
5 transactions
Others Institutions Holding IOO
# of Institutions
287Shares Held
45.4MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY25.8MShares$2.56 Billion0.06% of portfolio
-
Northwestern Mutual Wealth Management CO3.6MShares$356 Million0.34% of portfolio
-
Amplius Wealth Advisors, LLC905KShares$89.5 Million11.51% of portfolio
-
Schroder Investment Management Group London, X0877KShares$86.7 Million0.1% of portfolio
-
Morgan Stanley New York, NY832KShares$82.2 Million0.01% of portfolio