Kingswood Wealth Advisors, LLC First Trust Nasdaq Technology Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 27,771 shares of TDIV stock, worth $2.29 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
27,771
Previous 13,465
106.25%
Holding current value
$2.29 Million
Previous $1.08 Billion
101.42%
% of portfolio
0.16%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding TDIV
# of Institutions
355Shares Held
22.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.25MShares$185 Million0.07% of portfolio
-
Morgan Stanley New York, NY2.09MShares$172 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.69MShares$139 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.38MShares$113 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.23MShares$101 Million0.04% of portfolio