Kingswood Wealth Advisors, LLC Spdr S&P Kensho New Economies Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr S&P Kensho New Economies stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 6,179 shares of KOMP stock, worth $295,479. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,179Holding current value
$295,479% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding KOMP
# of Institutions
143Shares Held
38.6MCall Options Held
27KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA33.9MShares$1.62 Billion3.48% of portfolio
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Betterment LLC New York, NY1.58MShares$75.7 Million0.19% of portfolio
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Strategic Advocates LLC Logan, UT474KShares$22.7 Million8.66% of portfolio
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Horizon Investments, LLC Charlotte, NC220KShares$10.5 Million0.23% of portfolio
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Morgan Stanley New York, NY216KShares$10.3 Million0.0% of portfolio