Kingswood Wealth Advisors, LLC Zacks Tr Earnings Constant Por Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Zacks Tr Earnings Constant Por stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,568 shares of ZECP stock, worth $462,679. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,568
Previous 15,389 5.33%
Holding current value
$462,679
Previous $475 Million 6.51%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$30.35 - $32.25 $24,917 - $26,477
-821 Reduced 5.33%
14,568 $444 Million
Q3 2024

Oct 21, 2024
BUY
$28.3 - $30.84 $435,508 - $474,596
15,389 New
15,389 $475 Million

Others Institutions Holding ZECP

# of Institutions
40
Shares Held
4.84M
Call Options Held
0
Put Options Held
0
View Full List

About ZACKS TR EARNINGS CONSTANT POR

ZECP Quotes by TradingView
  • Ticker ZECP
  • Sector ETFs
  • Industry ETFs
More about ZECP
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email