Kingswood Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,204 shares of IVE stock, worth $442,122. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,204
Previous 1,637
34.64%
Holding current value
$442,122
Previous $298 Million
45.85%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,485Shares Held
141MCall Options Held
105KPut Options Held
10.8K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.54 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.6 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.49 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.55 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.54 Billion0.34% of portfolio