Kingswood Wealth Advisors, LLC J P Morgan Exchg Traded Fd Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in J P Morgan Exchg Traded Fd stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 10,191 shares of BBUS stock, worth $1.11 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,191
Previous 8,661
17.67%
Holding current value
$1.11 Million
Previous $897 Million
20.33%
% of portfolio
0.08%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding BBUS
# of Institutions
139Shares Held
17.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY3.71MShares$405 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.22MShares$242 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.33MShares$145 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.17MShares$127 Million0.04% of portfolio
-
Vestmark Advisory Solutions, Inc.1.1MShares$120 Million4.7% of portfolio