Kingswood Wealth Advisors, LLC ARM HOLDINGS PLC SPONSORED ADS Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
5,958
Previous 3,917 52.11%
Holding current value
$964 Million
Previous $418 Million 130.37%
% of portfolio
0.08%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
N/A
2,041 Added 52.11%
5,958 $964 Million
Q1 2025

Apr 21, 2025
SELL
N/A
-15 Reduced 0.38%
3,917 $418 Million
Q4 2024

Jan 22, 2025
BUY
N/A
453 Added 13.02%
3,932 $485 Million
Q3 2024

Oct 21, 2024
BUY
N/A
3,479 New
3,479 $498 Million
Q1 2024

Apr 15, 2024
BUY
N/A
3,520 New
3,520 $440 Million
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