Kingswood Wealth Advisors, LLC Ishares Tr Exponential Technol Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 7,086 shares of XT stock, worth $416,019. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,086
Previous 4,500
57.47%
Holding current value
$416,019
Previous $268 Million
55.38%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding XT
# of Institutions
260Shares Held
44.1MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA33.8MShares$1.98 Billion4.43% of portfolio
-
Brinker Capital Investments, LLC898KShares$52.7 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC750KShares$44 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC709KShares$41.6 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN442KShares$26 Million0.01% of portfolio