Kingswood Wealth Advisors, LLC Ishares U.S. Treasury Bond ETF Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 69,778 shares of GOVT stock, worth $1.58 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
69,778
Previous 94,654
26.28%
Holding current value
$1.58 Million
Previous $2.18 Billion
27.14%
% of portfolio
0.18%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding GOVT
# of Institutions
728Shares Held
960MCall Options Held
21.3KPut Options Held
18.4K-
Bank Of America Corp Charlotte, NC363MShares$8.22 Billion0.78% of portfolio
-
Lpl Financial LLC Fort Mill, SC97.8MShares$2.22 Billion1.22% of portfolio
-
Truist Financial Corp58.2MShares$1.32 Billion2.03% of portfolio
-
Envestnet Asset Management Inc50.2MShares$1.14 Billion0.43% of portfolio
-
Allworth Financial LP26.9MShares$610 Million4.38% of portfolio