Kingswood Wealth Advisors, LLC FORTUNA MINING CORPORATION COM NEW Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
16,034
Previous 15,908 0.79%
Holding current value
$105 Million
Previous $97 Million 8.06%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Jul 23, 2025
BUY
N/A
126 Added 0.79%
16,034 $105 Million
Q1 2025

Jul 25, 2025
SELL
N/A
-126 Reduced 0.79%
15,908 $97 Million
Q4 2024

Jan 22, 2025
BUY
N/A
15,908 New
15,908 $68.2 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