Kingswood Wealth Advisors, LLC Ishares Tr Exponential Technol Put Options Transaction History

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding XT

# of Institutions

258

Shares Held

43.7M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

33.8M
Shares

$2.09 Billion
4.43% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$55.5 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

709K
Shares

$43.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

699K
Shares

$43.2 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

442K
Shares

$27.3 Million
0.01% of portfolio

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