Kingswood Wealth Advisors, LLC Options Holdings
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
Options Holdings Table
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 657
- Current Value $1.11 Trillion
- Prior Value $867 Billion
- Filing
- Period Q2 2024
- Filing Date July 09, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 108 stocks
- Additional Purchases 379 stocks
- Sold out of 0 stocks
- Reduced holdings in 142 stocks