Kingswood Wealth Advisors, LLC Ark ETF Tr Innovation ETF (De) Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ark ETF Tr Innovation ETF (De) stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 41,257 shares of ARKK stock, worth $2.12 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

41,257

Previous 30,927 33.4%

Holding current value

$2.12 Million

Previous $1.47 Billion 59.33%

% of portfolio

0.18%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$45.39 - $62.98 $468,878 - $650,583	10,330 Added 33.4%	41,257 $2.34 Billion
Q3 2024 Oct 21, 2024	BUY	$39.47 - $49.4 $972,896 - $1.22 Million	24,649 Added 392.63%	30,927 $1.47 Billion
Q2 2024 Jul 09, 2024	SELL	$42.0 - $49.24 $116,508 - $136,591	-2,774 Reduced 30.65%	6,278 $276 Million
Q1 2024 Apr 15, 2024	SELL	$45.2 - $51.64 $41,493 - $47,405	-918 Reduced 9.21%	9,052 $453 Million
Q4 2023 Jan 16, 2024	BUY	$34.1 - $54.26 $339,977 - $540,972	9,970 New	9,970 $522 Million

Others Institutions Holding ARKK

# of Institutions

756

Shares Held

49.6M

Call Options Held

25.6M

Put Options Held

27.4M

View Full List

About ARK ETF TR INNOVATION ETF (DE)

Ticker ARKK
Sector ETFs
Industry ETFs

More about ARKK

Track This Portfolio

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.

Account

Kingswood Wealth Advisors, LLC Ark ETF Tr Innovation ETF (De) Transaction History