Kingswood Wealth Advisors, LLC Ishares S&P 100 ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 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 1,577 shares of OEF stock, worth $419,529. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,577
Previous 1,159 36.07%
Holding current value
$419,529
Previous $321 Million 42.01%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
N/A
418 Added 36.07%
1,577 $456 Million
Q3 2024

Oct 21, 2024
BUY
$266.03 - $266.03 $92,844 - $92,844
349 Added 43.09%
1,159 $321 Million
Q2 2024

Jul 09, 2024
BUY
$234.68 - $265.99 $190,090 - $215,451
810 New
810 $214 Million

Others Institutions Holding OEF

# of Institutions
911
Shares Held
85.6M
Call Options Held
39.6K
Put Options Held
40K
View Full List

About ISHARES S&P 100 ETF

OEF Quotes by TradingView
  • Ticker OEF
  • Sector ETFs
  • Industry ETFs
More about OEF
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email