Kingswood Wealth Advisors, LLC Ishares Tr Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 12,177 shares of EMB stock, worth $1.09 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,177
Previous 6,866
77.35%
Holding current value
$1.09 Million
Previous $611 Million
80.39%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding EMB
# of Institutions
986Shares Held
147MCall Options Held
3.71MPut Options Held
8.93M-
Wells Fargo & Company San Francisco, CA17.8MShares$1.6 Billion0.38% of portfolio
-
Betterment LLC New York, NY9.03MShares$811 Million1.93% of portfolio
-
Jones Financial Companies Lllp7.78MShares$699 Million0.66% of portfolio
-
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL6.9MShares$619 Million25.18% of portfolio
-
Jpmorgan Chase & CO New York, NY6.52MShares$586 Million0.05% of portfolio