Kingswood Wealth Advisors, LLC Ishares Tr Transaction History

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,295 shares of DVY stock, worth $1.36 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
11,295
Previous 11,147 1.33%
Holding current value
$1.36 Million
Previous $1.31 Billion 6.48%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Apr 15, 2024
BUY
$113.31 - $123.18 $16,769 - $18,230
148 Added 1.33%
11,295 $1.39 Billion
Q4 2023

Jan 16, 2024
BUY
$102.97 - $119.06 $1.15 Million - $1.33 Million
11,147 New
11,147 $1.31 Billion
Q2 2023

Aug 09, 2023
BUY
$108.5 - $119.27 $701,886 - $771,557
6,469 New
6,469 $733 Million

Others Institutions Holding DVY

# of Institutions
1,310
Shares Held
68.2M
Call Options Held
388K
Put Options Held
223K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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