Kingswood Wealth Advisors, LLC Select Sector Spdr Tr Communic Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,895 shares of XLC stock, worth $476,087. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,895
Previous 3,361
45.64%
Holding current value
$476,087
Previous $288 Million
53.31%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding XLC
# of Institutions
1,067Shares Held
179MCall Options Held
2.59MPut Options Held
2.75M-
Bank Of America Corp Charlotte, NC44.4MShares$4.31 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY8.88MShares$863 Million0.07% of portfolio
-
Barclays PLC London, X08.2MShares$798 Million0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA7.5MShares$730 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.47MShares$629 Million0.04% of portfolio