Kingswood Wealth Advisors, LLC Ishares Tr Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 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 19,269 shares of IDV stock, worth $569,591. This represents 0.05% of its overall portfolio holdings.
Number of Shares
19,269Holding current value
$569,591% of portfolio
0.05%Shares
3 transactions
Others Institutions Holding IDV
# of Institutions
463Shares Held
82.3MCall Options Held
24.7KPut Options Held
23.3K-
Bank Of America Corp Charlotte, NC10.8MShares$320 Million0.03% of portfolio
-
River & Mercantile LLC Waltham, MA7.33MShares$217 Million36.78% of portfolio
-
Morgan Stanley New York, NY6.62MShares$196 Million0.01% of portfolio
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Envestnet Asset Management Inc5.29MShares$156 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.64MShares$108 Million0.03% of portfolio