Kingswood Wealth Advisors, LLC Ssga Active Trust Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ssga Active Trust stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,676 shares of SRLN stock, worth $602,449. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,676
Previous 17,109 14.22%
Holding current value
$602,449
Previous $714 Million 14.28%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 22, 2025
SELL
$41.48 - $42.08 $100,920 - $102,380
-2,433 Reduced 14.22%
14,676 $612 Million
Q3 2024

Oct 21, 2024
BUY
$40.93 - $41.85 $700,271 - $716,011
17,109 New
17,109 $714 Million
Q4 2023

Jan 16, 2024
BUY
$41.29 - $41.98 $226,599 - $230,386
5,488 New
5,488 $230 Million

Others Institutions Holding SRLN

# of Institutions
573
Shares Held
141M
Call Options Held
48.3K
Put Options Held
48.7K
View Full List

About SSGA ACTIVE TRUST

SRLN Quotes by TradingView
  • Ticker SRLN
  • Sector ETFs
  • Industry ETFs
More about SRLN
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