Kingswood Wealth Advisors, LLC J P Morgan Exchg Traded Fd Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

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 12,279 shares of BBUS stock, worth $1.23 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,279
Previous 10,191 20.49%
Holding current value
$1.23 Million
Previous $1.08 Billion 14.78%
% of portfolio
0.05%
Previous 0.08%

Shares

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

Apr 21, 2025
BUY
$99.5 - $110.97 $207,756 - $231,705
2,088 Added 20.49%
12,279 $1.24 Billion
Q4 2024

Jan 22, 2025
BUY
$102.46 - $110.17 $156,763 - $168,560
1,530 Added 17.67%
10,191 $1.08 Billion
Q3 2024

Oct 21, 2024
BUY
$93.22 - $103.58 $523,803 - $582,016
5,619 Added 184.71%
8,661 $897 Million
Q2 2024

Jul 09, 2024
BUY
$89.42 - $98.82 $272,015 - $300,610
3,042 New
3,042 $299 Million

Others Institutions Holding BBUS

# of Institutions
169
Shares Held
25.5M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHG-TRADED FD

BBUS Quotes by TradingView
  • Ticker BBUS
  • Sector ETFs
  • Industry ETFs
More about BBUS
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.

Choose your preferred platform and Sign Up 👇 Telegram Email