Kingswood Wealth Advisors, LLC PEARL DIVER CREDIT CO Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
78,685
Previous 78,685 -0.0%
Holding current value
$1.41 Billion
Previous $1.49 Billion 5.02%
% of portfolio
0.11%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
N/A
-2,235 Reduced 2.76%
78,685 $1.6 Billion
Q3 2024

Oct 21, 2024
BUY
N/A
80,920 New
80,920 $1.62 Billion
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