Kingswood Wealth Advisors, LLC LAM RESEARCH CORPORATION COM NEW Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
4,196
Previous 6,779 38.1%
Holding current value
$408 Million
Previous $493 Million 17.19%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jul 23, 2025
SELL
N/A
-2,583 Reduced 38.1%
4,196 $408 Million
Q1 2025

Jul 25, 2025
BUY
N/A
237 Added 5.65%
4,433 $322 Million
Q1 2025

Apr 21, 2025
BUY
N/A
1,612 Added 31.2%
6,779 $493 Million
Q4 2024

Jan 22, 2025
BUY
N/A
5,167 New
5,167 $373 Million
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