Kingswood Wealth Advisors, LLC Ishares Tr Exponential Technol Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,133 shares of XT stock, worth $251,989. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,133
Previous 7,086
41.67%
Holding current value
$251,989
Previous $417 Million
39.6%
% of portfolio
0.02%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding XT
# of Institutions
259Shares Held
44.1MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA33.8MShares$2.06 Billion4.43% of portfolio
-
Brinker Capital Investments, LLC898KShares$54.8 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC750KShares$45.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC709KShares$43.2 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN442KShares$26.9 Million0.01% of portfolio