Kingswood Wealth Advisors, LLC LINDE PLC SHS Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
623
Previous 1,107 43.72%
Holding current value
$292 Million
Previous $516 Million 43.37%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 23, 2025
SELL
N/A
-484 Reduced 43.72%
623 $292 Million
Q1 2025

Jul 25, 2025
BUY
N/A
84 Added 13.48%
707 $329 Million
Q1 2025

Apr 21, 2025
SELL
N/A
-81 Reduced 6.82%
1,107 $516 Million
Q4 2024

Jan 22, 2025
SELL
N/A
-2,356 Reduced 66.48%
1,188 $497 Million
Q3 2024

Oct 21, 2024
SELL
N/A
-79 Reduced 2.18%
3,544 $1.69 Billion
Q2 2024

Jul 09, 2024
SELL
N/A
-15 Reduced 0.41%
3,623 $1.59 Billion
Q1 2024

Apr 15, 2024
BUY
N/A
97 Added 2.74%
3,638 $1.69 Billion
Q4 2023

Jan 16, 2024
BUY
N/A
1,524 Added 75.56%
3,541 $1.45 Billion
Q3 2023

Oct 23, 2023
BUY
N/A
2,017 New
2,017 $751 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