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

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025
Number of Shares
6,779
Previous 5,167 31.2%
Holding current value
$493 Million
Previous $373 Million 32.16%
% of portfolio
0.02%
Previous 0.03%

Shares

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