Kingswood Wealth Advisors, LLC Spdr S&P Kensho New Economies Transaction History

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 09, 2024	BUY	$43.76 - $48.01 $270,393 - $296,653	6,179 New	6,179 $285 Million

Others Institutions Holding KOMP

# of Institutions

140

Shares Held

38.7M

Call Options Held

27K

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

33.9M
Shares

$1.78 Billion
3.48% of portfolio
Betterment LLC New York, NY

1.58M
Shares

$83.1 Million
0.19% of portfolio
Strategic Advocates LLC Logan, UT

496K
Shares

$26 Million
8.76% of portfolio
Horizon Investments, LLC Charlotte, NC

220K
Shares

$11.6 Million
0.23% of portfolio
Morgan Stanley New York, NY

216K
Shares

$11.3 Million
0.0% of portfolio

About SPDR S&P KENSHO NEW ECONOMIES

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