A detailed history of Kingswood Wealth Advisors, LLC transactions in Wheaton Precious Metals Corp. stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,557 shares of WPM stock, worth $259,293. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,557
Previous 6,486 29.74%
Holding current value
$259,293
Previous $340 Million 18.13%
% of portfolio
0.02%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$52.04 - $64.22 $100,385 - $123,880
-1,929 Reduced 29.74%
4,557 $278 Million
Q2 2024

Jul 09, 2024

SELL
$47.79 - $57.82 $31,063 - $37,583
-650 Reduced 9.11%
6,486 $340 Million
Q1 2024

Apr 15, 2024

SELL
$39.19 - $48.51 $102,089 - $126,368
-2,605 Reduced 26.74%
7,136 $336 Million
Q4 2023

Jan 16, 2024

SELL
$38.82 - $50.45 $11,451 - $14,882
-295 Reduced 2.94%
9,741 $481 Million
Q3 2023

Oct 23, 2023

SELL
$40.23 - $45.62 $13,678 - $15,510
-340 Reduced 3.28%
10,036 $407 Million
Q2 2023

Aug 09, 2023

BUY
$42.53 - $52.23 $441,291 - $541,938
10,376 New
10,376 $448 Million

Others Institutions Holding WPM

About Wheaton Precious Metals Corp.


  • Ticker WPM
  • Exchange NYSE
  • Sector Basic Materials
  • Industry Gold
  • Shares Outstandng 451,692,000
  • Market Cap $25.7B
  • Description
  • Wheaton Precious Metals Corp., a streaming company, primarily sells precious metals in Canada and internationally. The company sells gold, silver, palladium, and cobalt deposits. It has a portfolio of interests in the 23 operating mines and 13 development projects. The company was formerly known as Silver Wheaton Corp. and changed its name to Wh...
More about WPM
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.