Kingswood Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 13,053 shares of IWM stock, worth $2.95 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
13,053
Previous 9,453
38.08%
Holding current value
$2.95 Million
Previous $2.09 Billion
38.14%
% of portfolio
0.22%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding IWM
# of Institutions
2,910Shares Held
310MCall Options Held
204MPut Options Held
488M-
Bank Of America Corp Charlotte, NC33.2MShares$7.49 Billion0.63% of portfolio
-
Morgan Stanley New York, NY19.5MShares$4.42 Billion0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA19.1MShares$4.32 Billion0.98% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$3.76 Billion0.6% of portfolio
-
Black Rock Inc. New York, NY8.94MShares$2.02 Billion0.04% of portfolio