Number of Shares
13,425
Previous 15,669 14.32%
Holding current value
$709 Million
Previous $819 Million 13.42%
% of portfolio
0.06%
Previous 0.03%

Shares

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

Jul 23, 2025

SELL
N/A
-2,244 Reduced 14.32%
13,425 $709 Million
Q1 2025

Apr 21, 2025

BUY
N/A
8,196 Added 109.67%
15,669 $819 Million
Q4 2024

Jan 22, 2025

BUY
N/A
7,473 New
7,473 $389 Million
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.