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 26,665 shares of IYJ stock, worth $3.7 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
26,665Holding current value
$3.7 Million% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding IYJ
# of Institutions
313Shares Held
6.04MCall Options Held
29.4KPut Options Held
0-
Morgan Stanley New York, NY859KShares$119 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC696KShares$96.6 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA445KShares$61.7 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC307KShares$42.7 Million0.02% of portfolio
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Ubs Group Ag270KShares$37.4 Million0.01% of portfolio