Kingswood Wealth Advisors, LLC Spdr S&P Software & Services E Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr S&P Software & Services E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,684 shares of XSW stock, worth $518,226. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,684
Previous 2,684
-0.0%
Holding current value
$518,226
Previous $406 Million
6.34%
% of portfolio
0.03%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding XSW
# of Institutions
97Shares Held
1.24MCall Options Held
2KPut Options Held
2K-
Bank Of America Corp Charlotte, NC420KShares$81 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC130KShares$25 Million0.01% of portfolio
-
Morgan Stanley New York, NY84KShares$16.2 Million0.0% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA73.6KShares$14.2 Million3.04% of portfolio
-
Mc Guire Investment Group, LLC65.9KShares$12.7 Million1.5% of portfolio