A detailed history of Kingswood Wealth Advisors, LLC transactions in Global X Fds stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 52,859 shares of BOTZ stock, worth $1.51 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
52,859
Previous 17,050 210.02%
Holding current value
$1.51 Million
Previous $545 Million 176.6%
% of portfolio
0.06%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025

BUY
$28.46 - $34.53 $1.02 Million - $1.24 Million
35,809 Added 210.02%
52,859 $1.51 Billion
Q4 2024

Jan 22, 2025

BUY
$31.11 - $34.18 $530,425 - $582,769
17,050 New
17,050 $545 Million
Q2 2024

Jul 09, 2024

BUY
$28.65 - $31.95 $11,460 - $12,780
400 Added 4.86%
8,625 $266 Million
Q1 2024

Apr 15, 2024

SELL
$26.84 - $32.89 $13,420 - $16,445
-500 Reduced 5.73%
8,225 $262 Million
Q4 2023

Jan 16, 2024

BUY
$22.34 - $28.72 $194,916 - $250,582
8,725 New
8,725 $249 Million
Q2 2023

Aug 09, 2023

BUY
$24.5 - $29.72 $268,397 - $325,582
10,955 New
10,955 $315 Million

Others Institutions Holding BOTZ

About GLOBAL X FDS


  • Ticker BOTZ
  • Sector ETFs
  • Industry ETFs
More about BOTZ
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.