Kingswood Wealth Advisors, LLC DIGITALBRIDGE GROUP INCORPORATED CLASS A NEW Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
16,483
Previous 31,674 47.96%
Holding current value
$171 Million
Previous $280 Million 39.1%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 23, 2025
SELL
N/A
-15,191 Reduced 47.96%
16,483 $171 Million
Q1 2025

Apr 21, 2025
BUY
N/A
13,816 Added 77.37%
31,674 $280 Million
Q4 2024

Jan 22, 2025
BUY
N/A
17,858 New
17,858 $201 Million
Q1 2024

Apr 15, 2024
BUY
N/A
11,213 New
11,213 $216 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.

Choose your preferred platform and Sign Up 👇 Telegram Email