Kingswood Wealth Advisors, LLC Strategy Shs Transaction History

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Strategy Shs stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 31,425 shares of HNDL stock, worth $649,869. This represents 0.03% of its overall portfolio holdings.

Number of Shares

31,425

Previous 22,610 38.99%

Holding current value

$649,869

Previous $482 Million 37.35%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$20.7 - $21.8 $182,470 - $192,167	8,815 Added 38.99%	31,425 $662 Million
Q4 2024 Jan 22, 2025	BUY	$21.25 - $22.4 $244,587 - $257,823	11,510 Added 103.69%	22,610 $482 Million
Q3 2024 Oct 21, 2024	SELL	$20.96 - $22.29 $94,320 - $100,305	-4,500 Reduced 28.85%	11,100 $247 Million
Q2 2024 Jul 09, 2024	SELL	$20.06 - $21.21 $56,168 - $59,388	-2,800 Reduced 15.22%	15,600 $329 Million
Q1 2024 Apr 15, 2024	SELL	$20.3 - $21.22 $4,060 - $4,244	-200 Reduced 1.08%	18,400 $390 Million
Q4 2023 Jan 16, 2024	BUY	$18.32 - $20.79 $340,752 - $386,694	18,600 New	18,600 $385 Million
Q2 2023 Aug 09, 2023	BUY	$19.67 - $20.41 $365,862 - $379,626	18,600 New	18,600 $378 Million

Others Institutions Holding HNDL

# of Institutions

112

Shares Held

4.03M

Call Options Held

Put Options Held

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About STRATEGY SHS

Ticker HNDL
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC Strategy Shs Transaction History