Kingswood Wealth Advisors, LLC Ishares S&P 100 ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 810 shares of OEF stock, worth $215,484. This represents 0.02% of its overall portfolio holdings.
Number of Shares
810Holding current value
$215,484% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding OEF
# of Institutions
799Shares Held
34.9MCall Options Held
9.6KPut Options Held
15.1K-
Bank Of America Corp Charlotte, NC5.97MShares$1.59 Billion0.14% of portfolio
-
Fifth Third Bancorp2.34MShares$623 Million2.38% of portfolio
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Cresset Asset Management, LLC Chicago, IL2.23MShares$594 Million2.5% of portfolio
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Jones Financial Companies Lllp1.87MShares$498 Million0.57% of portfolio
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Jpmorgan Chase & CO New York, NY1.48MShares$394 Million0.03% of portfolio