Kingswood Wealth Advisors, LLC Ishares Tr Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 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 2,639 shares of ITA stock, worth $351,382. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,639
Previous 1,905
38.53%
Holding current value
$351,382
Previous $241 Million
44.36%
% of portfolio
0.04%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding ITA
# of Institutions
647Shares Held
24.7MCall Options Held
673KPut Options Held
275K-
Bank Of America Corp Charlotte, NC9.12MShares$1.21 Billion0.11% of portfolio
-
Morgan Stanley New York, NY1.97MShares$263 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC874KShares$116 Million0.06% of portfolio
-
Global Assets Advisory, LLC Orlando, FL844KShares$112 Million0.29% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN742KShares$98.7 Million0.03% of portfolio