A detailed history of Kingswood Wealth Advisors, LLC transactions in Docusign, Inc. stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,617 shares of DOCU stock, worth $249,918. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,617
Previous 4,770 3.21%
Holding current value
$249,918
Previous $284 Million 3.05%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Apr 15, 2024

SELL
$49.98 - $63.55 $7,646 - $9,723
-153 Reduced 3.21%
4,617 $275 Million
Q4 2023

Jan 16, 2024

BUY
$38.53 - $63.11 $3,506 - $5,743
91 Added 1.94%
4,770 $284 Million
Q3 2023

Oct 23, 2023

SELL
$41.04 - $54.18 $59,138 - $78,073
-1,441 Reduced 23.55%
4,679 $197 Million
Q2 2023

Aug 09, 2023

BUY
$47.4 - $59.15 $290,088 - $361,998
6,120 New
6,120 $313 Million

Others Institutions Holding DOCU

About DOCUSIGN, INC.


  • Ticker DOCU
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 200,779,008
  • Market Cap $10.9B
  • Description
  • DocuSign, Inc. provides electronic signature software in the United States and internationally. The company provides e-signature solution that enables businesses to digitally prepare, sign, act on, and manage agreements. It also offers CLM, which automates workflows across the entire agreement process; Insights that use artificial intelligence (...
More about DOCU
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