Kingswood Wealth Advisors, LLC First Tr Lge Cap Growth Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Lge Cap Growth stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,782 shares of FTC stock, worth $236,845. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,782Holding current value
$236,845% of portfolio
0.01%Shares
3 transactions
Others Institutions Holding FTC
# of Institutions
209Shares Held
5.95MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY825KShares$110 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC714KShares$94.9 Million0.04% of portfolio
-
Janney Montgomery Scott LLC448KShares$59.5 Million0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA419KShares$55.7 Million0.01% of portfolio
-
Ubs Group Ag266KShares$35.3 Million0.01% of portfolio