Kingswood Wealth Advisors, LLC Spdr Portfolio Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,114 shares of SPYG stock, worth $912,570. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,114
Previous 13,117
15.27%
Holding current value
$912,570
Previous $853 Million
4.73%
% of portfolio
0.09%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding SPYG
# of Institutions
996Shares Held
269MCall Options Held
331KPut Options Held
78.3K-
Lpl Financial LLC Fort Mill, SC28MShares$2.3 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21.7MShares$1.78 Billion3.57% of portfolio
-
Allworth Financial LP12.8MShares$1.05 Billion6.66% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.89MShares$648 Million0.16% of portfolio
-
Horizon Investments, LLC Charlotte, NC7.44MShares$611 Million12.32% of portfolio