Kingswood Wealth Advisors, LLC Iq Merger Arbitrage ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.27 Trillion
- Q2 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Iq Merger Arbitrage ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 62,823 shares of MNA stock, worth $2.23 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
62,823
Previous 45,565
37.88%
Holding current value
$2.23 Million
Previous $1.56 Billion
41.77%
% of portfolio
0.17%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding MNA
# of Institutions
84Shares Held
4.65MCall Options Held
0Put Options Held
0-
New York Life Investment Management LLC New York, NY755KShares$26.8 Million0.26% of portfolio
-
Morgan Stanley New York, NY724KShares$25.7 Million0.0% of portfolio
-
Osborne Partners Capital Management, LLC524KShares$18.6 Million0.99% of portfolio
-
Oppenheimer Asset Management Inc. New York, NY269KShares$9.55 Million0.11% of portfolio
-
Envestnet Asset Management Inc183KShares$6.5 Million0.0% of portfolio