A detailed history of Kingswood Wealth Advisors, LLC transactions in American Electric Power CO Inc stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,612 shares of AEP stock, worth $316,483. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,612
Previous 3,851 6.21%
Holding current value
$316,483
Previous $313 Million 0.57%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$75.94 - $86.1 $18,149 - $20,577
-239 Reduced 6.21%
3,612 $311 Million
Q4 2023

Jan 16, 2024

SELL
$71.33 - $83.57 $630,842 - $739,093
-8,844 Reduced 69.67%
3,851 $313 Million
Q3 2023

Oct 23, 2023

BUY
$74.67 - $87.93 $947,935 - $1.12 Million
12,695 New
12,695 $955 Million

Others Institutions Holding AEP

About AMERICAN ELECTRIC POWER CO INC


  • Ticker AEP
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 513,864,000
  • Market Cap $45B
  • Description
  • American Electric Power Company, Inc., an electric public utility holding company, engages in the generation, transmission, and distribution of electricity for sale to retail and wholesale customers in the United States. It operates through Vertically Integrated Utilities, Transmission and Distribution Utilities, AEP Transmission Holdco, and Gen...
More about AEP
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.