Kingsview Wealth Management, LLC SCHWAB STRATEGIC TR Transaction History

Kingsview Wealth Management, LLC

  • $4.73 Billion
  • Q1 2025
Number of Shares
73,112
Previous 63,068 15.93%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
N/A
10,044 Added 15.93%
73,112 $0
Q4 2024

Jan 28, 2025
BUY
N/A
29,026 Added 85.27%
63,068 $0
Q3 2024

Nov 12, 2024
BUY
N/A
34,042 New
34,042 $0
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