Kingswood Wealth Advisors, LLC Rocket Companies, Inc. Transaction History
Kingswood Wealth Advisors, LLC
- $1.27 Trillion
- Q2 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Rocket Companies, Inc. stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 71,847 shares of RKT stock, worth $1.31 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
71,847
Previous 213,647
66.37%
Holding current value
$1.31 Million
Previous $2.68 Billion
61.92%
% of portfolio
0.08%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding RKT
# of Institutions
433Shares Held
164MCall Options Held
9.72MPut Options Held
7.01M-
Vanguard Group Inc Valley Forge, PA17.7MShares$324 Million0.0% of portfolio
-
Boston Partners Boston, MA14.6MShares$266 Million0.25% of portfolio
-
Nuveen, LLC Charlotte, NC11.5MShares$210 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY10.8MShares$197 Million0.01% of portfolio
-
Ubs Group Ag9.77MShares$179 Million0.02% of portfolio
About Rocket Companies, Inc.
- Ticker RKT
- Exchange NYSE
- Sector Financial Services
- Industry Mortgage Finance
- Shares Outstandng 138,400,000
- Market Cap $2.53B
- Description
- Rocket Companies, Inc. engages in the tech-driven real estate, mortgage, and e-Commerce businesses in the United States and Canada. It operates through two segments, Direct to Consumer and Partner Network. The company's solutions include Rocket Mortgage, a mortgage lender; Amrock that provides title insurance, property valuation, and settlement ...