Kingswood Wealth Advisors, LLC First Tr Exchange Traded Fd Vi Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
Shares
2 transactions
Others Institutions Holding YJUN
# of Institutions
55Shares Held
6.27MCall Options Held
0Put Options Held
0-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.36MShares$30.8 Million0.04% of portfolio
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Grant Street Asset Management, Inc. Canonsburg, PA1.07MShares$24.1 Million7.49% of portfolio
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Maltin Wealth Management, Inc.803KShares$18.2 Million10.6% of portfolio
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Commonwealth Equity Services, LLC682KShares$15.4 Million0.02% of portfolio
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Prw Wealth Management LLC433KShares$9.81 Million3.25% of portfolio