Number of Shares
19,103
Previous 29,254 34.7%
Holding current value
$495 Million
Previous $722 Million 31.47%
% of portfolio
0.02%
Previous 0.05%

Shares

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

Apr 21, 2025

SELL
N/A
-10,151 Reduced 34.7%
19,103 $495 Million
Q4 2024

Jan 22, 2025

BUY
N/A
29,254 New
29,254 $722 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.