Kingswood Wealth Advisors, LLC Ishares Tr Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 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 5,376 shares of IYF stock, worth $593,832. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,376Holding current value
$593,832% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding IYF
# of Institutions
409Shares Held
18MCall Options Held
19.7KPut Options Held
3.9K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.99MShares$220 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.67MShares$184 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.28MShares$142 Million0.01% of portfolio
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Phoenix Holdings Ltd. Givatayim, L31.2MShares$132 Million1.87% of portfolio
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Manufacturers Life Insurance Company, The Toronto, A6769KShares$85 Million0.07% of portfolio