Kingswood Wealth Advisors, LLC Ubs Ag Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
Shares
1 transactions
Others Institutions Holding BDCZ
# of Institutions
13Shares Held
151KCall Options Held
0Put Options Held
0-
Eudaimonia Partners, LLC Winchester, TN46.6KShares$862,0810.22% of portfolio
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Eudaimonia Advisors LLC Winchester, TN34.7KShares$642,0050.36% of portfolio
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Creative One Wealth, LLC Overland Park, KS29.3KShares$541,7910.02% of portfolio
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Imc Chicago, LLC27.6KShares$511,4510.02% of portfolio
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Ubs Group Ag5.14KShares$95,0340.0% of portfolio