Kingswood Wealth Advisors, LLC BLACKROCK INCORPORATED Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
709
Previous 825 14.06%
Holding current value
$743 Million
Previous $780 Million 4.74%
% 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
-116 Reduced 14.06%
709 $743 Million
Q1 2025

Apr 21, 2025
SELL
N/A
-125 Reduced 13.16%
825 $780 Million
Q4 2024

Jan 22, 2025
BUY
N/A
950 New
950 $974 Million
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